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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jeffrey Brown is a financial advisor registered with Stone House Investment Management, LLC. He has over 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™. Robert has been with Stone House Investment Management, LLC since 2008 and has a strong focus on helping individuals and families achieve their financial goals. He offers a wide range of services including financial planning, portfolio management, and educational seminars. Robert is committed to providing personalized advice and working with clients to develop a customized plan that meets their unique needs.
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
02/27/2006 - Present
Stone House Investment Management, LLC (TUNKHANNOCK PA)
LA
06/03/2002 - 11/30/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
NY
04/02/1998 - 06/19/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/02/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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