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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 Massoni is a registered Investment Advisor Representative with Cornerstone Management, Inc. based in Duluth, Georgia. Kathryn is an active advisor and has held this registration since November 2016. Kathryn has a Series 65 license, and earned the Chartered Financial Analyst designation. Prior to joining Cornerstone Management, Inc., Kathryn worked at Georgia-Pacific LLC.
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.
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.
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GA
11/21/2016 - Present
Cornerstone Management, Inc. (DULUTH GA)
IA
Issued 11/17/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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