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Billie Aponte

Sound Income Strategies, LLC

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About Billie Aponte

Billie Aponte is a registered investment advisor representative with Sound Income Strategies, LLC. Billie has been in the industry for over 20 years and holds Series 6, 63 and 65 licenses. Billie has experience working with individuals, corporations, investment companies, and pension and profit-sharing plans. Billie provides financial planning and portfolio management services. Billie also works with Aponte Financial Services LLC, a separate business where they provide fixed insurance and fixed annuity products.

Firm Information

Billie Aponte 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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Billie Aponte’s Registration & Firm History

NJ

01/20/2015 - Present

Sound Income Strategies, LLC (MOORESTOWN NJ)

GA

05/23/2003 - 12/08/2005

STUART SECURITIES CORP. (NORCROSS GA)

MN

11/20/2000 - 05/27/2003

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

IA

05/24/2000 - 11/30/2000

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

MA

12/22/1997 - 05/24/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 08/20/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Billie Aponte.
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