Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emory? Claim Your ProfileEmory Erb is an investment advisor representative with Sound Income Strategies, LLC and is licensed in Alabama. Emory is a veteran of the financial services industry, having worked with various firms over the years, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and BBVA Securities Inc. Emory has a wide range of experience and specializes in portfolio management for individuals, businesses, and investment companies. Emory is dedicated to providing clients with personalized financial planning 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.
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FL
03/21/2024 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
AL
10/19/2021 - 01/26/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTSVILLE AL)
AL
01/09/2019 - 08/03/2021
WELLS FARGO CLEARING SERVICES, LLC (MONTGOMERY AL)
AL
05/16/2013 - 11/15/2018
BBVA SECURITIES INC. (MONTGOMERY AL)
AL
11/08/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MONTGOMERY AL)
AL
03/15/2010 - 05/12/2010
AXA ADVISORS, LLC (BIRMINGHAM AL)
AL
05/31/2006 - 01/05/2010
NEW ENGLAND SECURITIES (MONTGOMERY AL)
NY
09/21/2005 - 05/15/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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