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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Johnston is an investment advisor representative at Stone House Investment Management, LLC. Kathryn has been in the industry since 2020 and is registered in Pennsylvania. Kathryn previously worked at LPL Financial LLC, Cetera Investment Services LLC, and Equitable Advisors, LLC. Kathryn has passed the Series 66, Series 7TO and SIE exams. Kathryn has experience in portfolio management for individuals and businesses. Kathryn specializes in Financial Planning, Educational Seminars, and Selection of Other Advisors.
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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2
PA
04/25/2023 - Present
Stone House Investment Management, LLC (TUNKHANNOCK PA)
PA
03/01/2023 - 05/04/2023
LPL FINANCIAL LLC (SAYRE PA)
PA
03/15/2021 - 03/01/2023
CETERA INVESTMENT SERVICES LLC (SAYRE PA)
NY
11/02/2020 - 03/11/2021
EQUITABLE ADVISORS, LLC (VESTAL NY)
BOTH
Issued 11/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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