Unclaimed
Steven William Archer is a financial advisor with Sound Income Strategies, LLC. He is licensed in Florida and offers investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Steven has over 30 years of experience in the financial services industry and holds the Series 6, 7, 24, 63, and 65 licenses. His firm, Sound Income Strategies, LLC is based in Fort Lauderdale, Florida. Steven focuses on providing comprehensive financial planning and investment management services. He is committed to helping clients reach their financial goals through personalized and tailored solutions.
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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2
FL
01/01/2025 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
FL
02/16/2010 - 05/26/2011
SUNSET FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)
FL
04/25/2006 - 10/21/2009
NEW ENGLAND SECURITIES (BOCA RATON FL)
NY
05/28/1991 - 11/01/2005
NYLIFE SECURITIES INC. (REGO PARK NY)
IA
Issued 10/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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