Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eissman is a financial professional with over 30 years of experience in the financial services industry. David is currently registered with Sound Income Strategies, LLC as a Registered Investment Advisor. David has also worked with other firms in the past including, Hornor, Townsend & Kent, Inc., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, Cigna Financial Advisors, Inc., MML Investors Services, Inc., Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, Stanford Securities Incorporated, and First American National Securities, Inc. David holds the Series 6, Series 7, Series 22, and Series 24 licenses. David is also a Chartered Financial Consultant. David is committed to providing personalized financial advice and services to help clients reach their financial goals.
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
05/06/2016 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
GA
12/24/2008 - 07/15/2009
HORNOR, TOWNSEND & KENT, INC. (ATLANTA GA)
IN
01/25/2000 - 07/10/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 07/10/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
10/02/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
07/03/1991 - 09/25/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
01/14/1987 - 09/27/1991
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/08/1987 - 06/20/1991
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
05/17/1986 - 09/10/1987
STANFORD SECURITIES INCORPORATED
NA
07/11/1985 - 10/15/1985
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 12/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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