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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Betteridge is a financial advisor at Sound Income Strategies, LLC. Jacob has over 20 years of experience in the financial services industry. Jacob is a registered representative in Connecticut and holds the Series 6, 7, 63, and 66 licenses. Jacob's areas of expertise include financial planning, portfolio management, and retirement planning. Jacob specializes in working with high net worth individuals, corporations, and pension and profit-sharing plans. Jacob has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice and guidance. Jacob is committed to helping clients achieve 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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CT
03/30/2022 - Present
Sound Income Strategies, LLC (Westbrook CT)
CT
07/26/2019 - 03/18/2022
CITIZENS SECURITIES, INC. (EAST LYME CT)
CT
06/26/2018 - 07/23/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON CT)
NJ
09/22/2000 - 02/01/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SUMMIT NJ)
WI
09/22/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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