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Micah Keel is an investment advisor representative with Sound Income Strategies, LLC. Micah has been in the industry since 2000 and has a wide range of experience in financial planning, portfolio management, and fixed insurance and income tax concierge services. Micah specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. Micah is committed to providing personalized financial advice and guidance to help clients reach their financial goals. Micah holds Series 6, 7, 24, 31, 63, and 65 securities licenses, and is registered in Florida, Georgia, Louisiana, Mississippi, and Texas.
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
04/04/2023 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
FL
06/21/2019 - 04/06/2023
KESTRA INVESTMENT SERVICES, LLC (Sarasota FL)
FL
08/26/2013 - 06/24/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SARASOTA FL)
FL
06/25/2003 - 08/27/2013
FIRST ALLIED SECURITIES, INC. (SARASOTA FL)
NE
10/31/2000 - 07/21/2003
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 05/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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