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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abbas? Claim Your ProfileAbbas Danesh is an investment advisor representative at Sound Income Strategies, LLC with a focus on providing financial planning and investment advisory services to individuals, families, and trusts. Abbas has been working in the financial services industry since 2000, and has a proven track record of success in helping clients achieve their financial goals. In addition to investment advisory services, Abbas Danesh also provides other services, such as tax preparation and insurance consulting. Abbas has a Series 6, 7, 56 and 63 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
CT
01/08/2018 - Present
Sound Income Strategies, LLC (Westbrook CT)
NY
09/30/2014 - 11/07/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NY
03/17/2014 - 06/30/2014
G-2 TRADING,LLC (NEW YORK NY)
CT
01/11/2008 - 03/11/2010
NEWALLIANCE INVESTMENTS, INC. (DAYVILLE CT)
CT
09/29/2001 - 09/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (SOUTH WINDSOR CT)
MN
10/19/2000 - 10/03/2001
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
GA
08/17/1999 - 10/23/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2014
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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