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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 Paul Farrell is a financial professional with experience in the investment industry. Jeffrey is currently registered with Sound Income Strategies, LLC, a firm that specializes in providing financial planning, portfolio management services, and investment advisory services to individuals, investment companies, and pension plans. Prior to joining Sound Income Strategies, LLC, Jeffrey held positions at other financial institutions, including Wunderlich Securities, Inc. Jeffrey has passed a variety of examinations in the securities industry, including the Series 7, Series 63, Series 65, and Series 6TO. Jeffrey is dedicated to helping clients reach their financial goals and providing them with the guidance and support they need to make informed investment decisions.
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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TN
04/20/2023 - Present
Sound Income Strategies, LLC (Cordova TN)
TN
10/06/2022 - 11/01/2022
STATE FARM VP MANAGEMENT CORP. (Bartlett TN)
TN
06/29/2018 - 06/28/2022
FIRST HORIZON ADVISORS, INC. (MEMPHIS TN)
TN
07/25/2014 - 04/18/2018
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
06/23/2014 - 07/15/2014
MORGAN STANLEY (MEMPHIS TN)
IA
Issued 01/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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