Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Louttit is a financial advisor with Stratos Wealth Partners, Ltd., an independent investment advisor firm, where Kathryn Louttit provides investment advisory services. Kathryn Louttit is also a registered representative of LPL Financial, LLC. Kathryn Louttit has been a registered representative since 2006 and an investment advisor representative since 2021. Prior to working at Stratos Wealth Partners, Ltd., Kathryn Louttit worked for CBIZ Financial Solutions, Inc. and KeyBanc Capital Markets Inc. Kathryn Louttit holds a Series 7, Series 24, Series 99TO, and SIE license. Kathryn Louttit's specializations include financial planning, pension consulting, and portfolio management for individuals and businesses.
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
09/08/2021 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
05/01/2013 - 09/10/2021
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
OH
09/03/2009 - 09/09/2010
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
OH
04/27/2006 - 08/21/2007
INVESTLINC SECURITIES, LLC (CHAGRIN FALLS OH)
OH
03/29/2001 - 02/13/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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