Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Douglas Rellstab is a registered Investment Advisor Representative with Sound Income Strategies, LLC. Bruce has been in the industry since 1991. Bruce is registered in Massachusetts. Bruce has experience with a wide range of clients including individuals, businesses, trusts, and investment companies. Bruce provides financial planning, educational seminars, and portfolio management services to help clients reach their financial goals. Bruce has experience with both fixed and index annuities, long term care, and life insurance.
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
FL
04/13/2018 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
MA
09/24/2007 - 04/10/2018
BROKER DEALER FINANCIAL SERVICES CORP. (LEOMINSTER MA)
MA
06/30/2000 - 09/17/2007
COMMONWEALTH FINANCIAL NETWORK (LEOMINSTER MA)
MA
10/30/1991 - 07/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/30/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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