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Jeanne Louise Tatoian

Sound Income Strategies, LLC

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About Jeanne Louise Tatoian

Jeanne Tatoian is an investment advisor representative with Sound Income Strategies, LLC. Jeanne has been in the financial services industry for over 30 years. Jeanne has worked at several firms including MetLife Securities Inc. and CitiStreet Equities LLC. Jeanne holds the Series 2, Series 63 and SIE licenses. Jeanne specializes in providing financial planning, portfolio management for individuals and portfolio management for investment companies.

Firm Information

Jeanne Tatoian is currently registered with Sound Income Strategies, LLC. Sound Income Strategies, LLC is an investment advisory firm based in Fort Lauderdale, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. They also conduct educational seminars. As of December 31, 2022, Sound Income Strategies, LLC managed approximately $3.49 billion in client assets.
Sound Income Strategies, LLC

500 W CYPRESS CREEK ROAD

FORT LAUDERDALE, FL 33309

$3.49B

Assets Under Management

68

Total Clients

94

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeanne Tatoian’s Registration & Firm History

FL

03/31/2017 - Present

Sound Income Strategies, LLC (FORT LAUDERDALE FL)

CT

01/02/2014 - 07/13/2015

PURSHE KAPLAN STERLING INVESTMENTS (SOMERS CT)

NY

12/06/2005 - 01/31/2013

METLIFE SECURITIES INC. (ELMSFORD NY)

NY

12/06/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

01/17/1991 - 12/31/2005

CITISTREET EQUITIES LLC (SOMERSET NJ)

CT

06/19/1983 - 09/06/1990

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

BC

Issued 05/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1982

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeanne Louise Tatoian.
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