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Agnieszka Valenta

Sound Income Strategies, LLC

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About Agnieszka Valenta

Agnieszka Valenta is an investment advisor representative with Sound Income Strategies, LLC. Agnieszka has been in the industry for over 3 years and has a Series 7TO, Series 66, and SIE license. Agnieszka is also a Certified Financial Planner™. Agnieszka has experience providing financial planning, portfolio management for individuals, and portfolio management for investment companies. Agnieszka has worked with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Agnieszka Valenta is currently registered with Sound Income Strategies, LLC. Sound Income Strategies, LLC is an investment advisory firm based in Fort Lauderdale, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. They also conduct educational seminars. As of December 31, 2022, Sound Income Strategies, LLC managed approximately $3.49 billion in client assets.
Sound Income Strategies, LLC

500 W CYPRESS CREEK ROAD

FORT LAUDERDALE, FL 33309

$3.49B

Assets Under Management

68

Total Clients

94

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Agnieszka Valenta’s Registration & Firm History

CT

04/24/2022 - Present

Sound Income Strategies, LLC (Westbrook CT)

CT

09/02/2019 - 03/29/2022

MORGAN STANLEY (MADISON CT)

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Licenses & Designations

BOTH

Issued 11/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Agnieszka Valenta.
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