Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Peason is an investment advisor representative with Sound Income Strategies, LLC. Patrick is registered with the state of Virginia. Patrick has been a registered investment advisor for over 14 years. Patrick earned the Series 65 license on January 4, 2008, and is a member of the firm's investment advisory team. Patrick has experience providing investment advice to individuals, corporations, and investment companies. Sound Income Strategies, LLC provides financial planning, portfolio management, and educational seminars. The firm has offices in Fort Lauderdale, FL, Staunton, VA, and Charlottesville, VA.
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
VA
02/12/2016 - Present
Sound Income Strategies, LLC (Staunton VA)
IA
Issued 01/04/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Patrick Peason is the right advisor for you? Invested Better is here to help.
