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Michel Bethea

Sound Income Strategies, LLC

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About Michel Bethea

Michel Bethea is a financial advisor registered with Sound Income Strategies, LLC. Michel has experience in the financial services industry. Michel's primary office location is in Naples, FL. Michel has also worked for Pruco Securities, LLC, MML Investors Services, LLC, and NYLIFE Securities LLC. Michel holds the Series 63, Series 65 and SIE licenses. Michel has also completed the Investment Company Products/Variable Contracts Representative Examination. Michel's areas of specialization include Retirement, Mutual Funds, Fixed Annuities, and Variable Annuities.

Firm Information

Michel Bethea 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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Michel Bethea’s Registration & Firm History

FL

09/06/2024 - Present

Sound Income Strategies, LLC (Naples FL)

FL

01/09/2023 - 06/12/2024

PRUCO SECURITIES, LLC. (Naples FL)

FL

01/14/2022 - 01/26/2023

MML INVESTORS SERVICES, LLC (BONITA SPRINGS FL)

FL

06/19/2019 - 01/11/2022

NYLIFE SECURITIES LLC (BONITA SPRINGS FL)

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Licenses & Designations

IA

Issued 03/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michel Bethea.
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