Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karyn? Claim Your ProfileKaryn Pistone is a financial advisor with Stratos Wealth Advisors LLC. Karyn has been in the industry for over 20 years and holds several professional designations, including Certified Financial Planner. Her experience includes working with individuals, families, businesses, and institutions. Karyn has a proven track record of success in providing comprehensive financial planning and investment management services. She is committed to providing her clients with personalized financial advice and guidance. Karyn's previous experience includes working for Lincoln Investment, Capital Analysts, Incorporated, Sanders Morris Harris Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Mutual Service Corporation, Walnut Street Securities, Inc., and New England Securities. Karyn has a broad range of experience and is dedicated to helping her clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
12/13/2023 - Present
Stratos Wealth Advisors LLC (Pepper Pike OH)
OH
06/01/2012 - 08/09/2017
LINCOLN INVESTMENT (Cleveland OH)
OH
04/23/2010 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)
OH
02/12/2007 - 05/21/2010
SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)
OH
01/09/2003 - 02/12/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
01/09/2003 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/16/2001 - 01/16/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
07/17/1997 - 03/20/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/20/1996 - 07/11/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
08/11/1994 - 06/18/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
11/21/1978 - 12/12/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 11/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/1978
Series 1 - Registered Representative Examination
Active
Inactive
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