Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dee? Claim Your ProfileDee Carter is a financial professional with over 40 years of experience in the financial services industry. Dee has been registered with the state of Texas since 2016 as an Investment Advisor Representative with Sound Income Strategies, LLC. Dee's previous employment includes roles with 1717 Capital Management Company, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company, and NEL Equity Services Corporation. Dee holds Series 63 and Series 1 licenses and is a Chartered Financial Consultant. Dee's specializations include retirement planning, college savings, estate planning, insurance, and tax planning. Dee's services include financial planning, investment management, and educational seminars.
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.
1
2
FL
09/15/2016 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
DE
01/17/2001 - 04/22/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
10/06/1976 - 04/05/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/06/1976 - 04/05/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
06/20/1975 - 09/19/1976
NEL EQUITY SERVICES CORPORATION
BC
Issued 05/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1975
Series 1 - Registered Representative Examination
Active
Inactive
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