Unclaimed
Fred Atlas is an investment advisor representative at Sound Income Strategies, LLC. Fred has been a registered representative in the financial industry since 1999. Fred is registered with the state of Florida. Fred is a licensed insurance agent and has an active investment advisor registration in Florida. Fred holds a Series 6 license and has passed the Uniform Investment Adviser Law Examination (Series 65).
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
03/19/2021 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
WI
12/10/1999 - 01/10/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 09/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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