Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward McCartin is a financial advisor with Sound Income Strategies, LLC. John has been a registered investment advisor in California since 2015. John has experience in the financial industry for over 20 years and holds licenses in Series 3, 7, and 63. John has a strong understanding of the needs of individual and institutional clients and is committed to providing comprehensive financial planning and investment management services.
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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CA
03/26/2015 - Present
Sound Income Strategies, LLC (SAN DIEGO CA)
CA
11/17/2008 - 12/31/2010
BROKER DEALER FINANCIAL SERVICES CORP. (SAN DIEGO CA)
CA
02/05/2008 - 11/10/2008
WOODSTOCK FINANCIAL GROUP, INC. (SAN DIEGO CA)
CA
02/03/2006 - 11/02/2007
WELLSTONE SECURITIES, LLC (WOODLAND HILLS CA)
IN
01/04/2005 - 02/08/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CA
08/06/2001 - 11/15/2002
NEXCORE CAPITAL, INC. (SAN DIEGO CA)
TX
02/20/2001 - 08/07/2001
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
CA
02/22/1999 - 02/09/2001
NEXCORE CAPITAL, INC. (SAN DIEGO CA)
BOTH
Issued 12/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
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