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Mark Waldo Graber

Sound Income Strategies, LLC

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About Mark Waldo Graber

Mark Waldo Graber is a registered Investment Advisor Representative. Mark is associated with Sound Income Strategies, LLC. Mark has been in the industry for over 20 years. Mark has specialized in providing financial planning, portfolio management for individuals and investment companies. Mark has held licenses in IA and NE. Mark has passed the Series 6, Series 63 and Series 65 exams. Mark is also a President of Senior Advisors Inc., an independent insurance agent conducting sales of fixed and indexed annuities.

Firm Information

Mark Graber 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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Mark Graber’s Registration & Firm History

IA

12/21/2015 - Present

Sound Income Strategies, LLC (Red Oak IA)

IA

01/01/1999 - 12/31/2001

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NJ

10/30/1996 - 12/08/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 02/26/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Waldo Graber.
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