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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Elizabeth Guerrero is a registered Investment Advisor Representative. Rosemary Guerrero is currently registered with Sound Income Strategies, LLC in Florida. Rosemary Guerrero has been working in the financial services industry since 2014. Rosemary Guerrero has passed the Series 65 exam. Rosemary Guerrero has experience working in the financial services industry, including previous employment at 626 Holdings and DPI of North Broward. Sound Income Strategies, LLC is a registered investment advisor with the SEC. They are a fee-only investment advisor and are not compensated by commissions. Sound Income Strategies, LLC specializes in portfolio management for individuals and investment companies. They offer financial planning and educational seminars.
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
10/23/2024 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
Active
Inactive
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