Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Britney? Claim Your ProfileBritney Merrill is an investment advisor representative associated with Sound Income Strategies, LLC. Britney has been working in the financial industry since 2013. Britney is licensed in Delaware and has a Series 65 and Series 56 licenses. Britney's background includes working with several financial institutions and most recently, with Forbes Family Trust. Britney is committed to providing high-quality financial advice to clients.
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
11/01/2023 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
NY
10/11/2013 - 02/23/2015
T3 TRADING GROUP, LLC (NEW YORK NY)
IA
Issued 09/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2013
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
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