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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Nelson is an investment advisor representative with Sound Income Strategies, LLC. Charlene has been in the industry since August 2014, and is registered with the state of Washington. Charlene has a Series 65 license and is a Registered Investment Advisor. Charlene's firm provides financial planning, portfolio management for individuals and portfolio management for investment companies. Charlene's firm has offices in Fort Lauderdale, FL and Carnation, WA.
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
07/18/2024 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
IA
Issued 04/29/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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