Karyn Pistone

Current Employers

Employment History

• 06/2012 → 12/2023
  Lincoln Investment Planning Inc.
  Cleveland, OH
• 06/2012 → 12/2023
  Capital Analysts, Inc.
  Beachwood, OH
• 05/2015 → 12/2023
  Beacon Financial Advisory Llc
  Beachwood, OH
• 12/2023 → Present
  Stratos Wealth Advisors, Llc
  Pepper Pike, OH

Previous Registrations

• 2015-05-11 → 2023-12-14
  Beacon Financial Advisory Llc
  Cleveland, OH
• 2012-06-05 → 2017-08-09
  Capital Analysts
  Cleveland, OH
• 2012-06-01 → 2015-06-01
  Lincoln Investment
  Cleveland, OH
  Pepper Pike, OH
• 2010-04-28 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cleveland, OH
  Cincinnati, OH
• 2007-02-13 → 2010-05-21
  Sanders Morris Llc
  Beachwood, OH
  Beachwood, OH
• 2003-01-24 → 2007-02-12
  Osaic Fa, Inc.
  Cleveland, OH
  Orange Village, OH

Other Businesses

Registered Investment Advisor DBA - Pistone Wealth Advisors. Inv Related. 29525 Chagrin Blvd., Suite 305, Pepper Pike, OH 44122. Investment Management and Financial Planning. Financial Advisor. Start Date 4/6/2017. 160 hours/month; 130 hours/month during securities trading hours. Provide investment advisory and financial planning services.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-19