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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Christopher Wheeles is an investment advisor representative at Sound Income Strategies, LLC in Fort Lauderdale, Florida. Barry has been working in the financial services industry for over 27 years and holds multiple licenses and certifications, including Series 3, 7, 8, 24, 31, 52, 63, 65, and 99TO. Barry has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Barry’s primary focus is on providing personalized financial advice and portfolio management services to help clients achieve their financial goals. Previously, Barry was affiliated with Purshe Kaplan Sterling Investments, LBMZ Securities, Inc., Waddell & Reed, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and H&R Block Financial Advisors, Inc.
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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FL
11/27/2023 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
FL
03/12/2021 - 10/07/2021
PURSHE KAPLAN STERLING INVESTMENTS (Ft. Lauderdale FL)
IL
07/29/2014 - 04/05/2019
LBMZ SECURITIES, INC. (CHICAGO IL)
IL
01/13/2012 - 12/18/2013
WADDELL & REED, INC. (OAK BROOK IL)
KS
06/01/2009 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (OVERLAND PARK KS)
KS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OVERLAND PARK KS)
KS
05/27/2005 - 04/02/2007
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
MI
08/03/1995 - 06/01/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 11/04/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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