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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dean Bliss is an investment advisor representative with Sound Income Strategies, LLC. Jeffrey is registered in Florida. Jeffrey holds the Series 65 license. Jeffrey is a Registered Investment Advisor (RIA) and provides financial planning and portfolio management services for individuals and investment companies. The firm is registered in Florida and has assets under management of approximately $3.5 billion.
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
12/20/2016 - Present
Sound Income Strategies, LLC (Plantation FL)
IA
Issued 06/17/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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