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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Schultz is an Investment Advisor Representative associated with Stone House Investment Management, LLC, located in Tunkhannock, Pennsylvania. Jennifer has been in the industry since December 2000 and has specialized in financial planning, portfolio management, and educational seminars. Jennifer holds a Pennsylvania Insurance Life, Fixed Annuity, Health & Accident License and is a Series 65 licensed representative, which enables her to provide comprehensive financial advisory services to clients in Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
05/07/2024 - Present
Stone House Investment Management, LLC (TUNKHANNOCK PA)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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