Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Michael Lardner is an investment advisor representative with Sound Income Strategies, LLC. Eric has experience in the financial services industry since 2012, holding various positions at NYLIFE SECURITIES LLC, Ameriprise Financial Services, Inc., and OneAmerica Securities, Inc.. Eric holds Series 7, Series 6, Series 63, and Series 65 licenses. He has also passed the SIE exam. Eric has extensive experience in portfolio management for individuals and investment companies, as well as financial planning. Sound Income Strategies, LLC is a registered investment advisor with a focus on providing investment advisory services and financial planning to individuals and businesses.
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
10/23/2020 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
TX
08/09/2018 - 11/12/2020
ONEAMERICA SECURITIES, INC. (Dallas TX)
TX
06/08/2016 - 04/24/2017
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
TX
08/21/2012 - 06/14/2016
NYLIFE SECURITIES LLC (DALLAS TX)
IA
Issued 05/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Eric Lardner is the right advisor for you? Invested Better is here to help.
