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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Farrell is a registered investment advisor representative with Sound Income Strategies, LLC. Patrick has been in the financial services industry for over 30 years and has a strong background in financial planning, portfolio management, and investment strategies. Patrick is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Patrick holds Series 7, 24, 27, 66, 79TO, 99TO and SIE licenses. Sound Income Strategies, LLC is a registered investment advisor specializing in providing financial planning and investment management services to individuals and families. The firm manages over $3.49 billion in assets for over 24,000 clients.
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.
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FL
02/15/2022 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
FL
07/09/2020 - 01/10/2022
SECURITIES AMERICA, INC. (FT. LAUDERDALE FL)
FL
07/23/2020 - 09/22/2020
INVESTACORP, INC. (MIAMI FL)
FL
05/30/1986 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
BOTH
Issued 10/05/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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