Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karolyn? Claim Your ProfileKarolyn Renee McDonald is an Investment Advisor Representative at Sound Income Strategies, LLC. McDonald is registered with the state of Florida. Karolyn has been in the industry since February 2019. McDonald is a Series 65 licensed advisor who passed the Uniform Investment Adviser Law Examination in May 2022. McDonald holds other positions at Arbor Financial Services and The Retirement Income Source. McDonald works with individuals, businesses, trusts and pension and profit sharing plans and specializes in retirement and investment planning. McDonald works in the office at 500 W Cypress Creek Road Suite 290 in Fort Lauderdale, Florida.
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.
1
2
FL
08/04/2022 - Present
Sound Income Strategies, LLC (Melbourne FL)
IA
Issued 05/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Karolyn McDonald is the right advisor for you? Invested Better is here to help.
