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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 Shearer Garrone is a financial advisor at LPL Financial LLC. Kathryn has been in the industry since 1982, starting with Freeman Financial Services Corporation. Kathryn has experience in a variety of financial services including portfolio management, financial planning, and pension consulting. Kathryn holds Series 6, 7, and 63 licenses. She is registered with the following states: Arizona, California, Colorado, Florida, Idaho, Kentucky, Maryland, Missouri, Montana, New York, Oregon, Texas, Utah, and Washington.
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.
Consulting and other non-discretionary advisory services
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
CA
05/10/2021 - Present
LPL Financial LLC (MONTEREY CA)
CA
10/29/1986 - 06/03/2021
AMERICAN INVESTORS COMPANY (MONTEREY CA)
NA
02/28/1985 - 08/08/1986
FIRST AFFILIATED SECURITIES, INC.
NA
02/02/1982 - 03/01/1985
FREEMAN FINANCIAL SERVICES CORPORATION
BC
Issued 06/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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