Timothy PlungisCRD Number: 6024288
Current Firm: Sound Income Strategies, LLC
Timothy Plungis (CRD# 6024288) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Sound Income Strategies||Westbrook, CT||Feb 2017 - Current||1|
|Scranton Financial Group||Westbrook, CT||Feb 2017 - Current||1|
|Fidelity Brokerage Services LLC||West Hartford, CT||Jun 2014 - Nov 2016||2|
|Bank Of America, N.a.||Nashua, NH||Nov 2013 - Jun 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Nashua, NH||Oct 2013 - Jun 2014||< 1|
|Fidelity Investments||Merrimack, NH||Jan 2012 - Oct 2013||1|
|Tiffany & Company||Uncasville, CT||Jul 2011 - Jan 2012||< 1|
|General Strategies Corporation||Groton, CT||Mar 2011 - Jan 2012||< 1|
|Planet Fitness||Groton, CT||Dec 2010 - Mar 2011||< 1|
|Rose City Cycle||Bozrah, CT||Feb 2004 - Mar 2011||7|
|Tim Plungis For Connecticut||Groton, CT||Feb 2009 - Nov 2010||1|
|University Of Connecticut||Storrs, CT||Aug 2007 - Sep 2010||3|
|United States Coast Guard Academy||New London, CT||May 2007 - Oct 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management449MILLIONS
Total Number of Accounts5,015ACCOUNTS
Average Account Value$89,623
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI
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