Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Michael Rouse is a registered representative with Osaic Wealth, Inc. based in Dallas, Texas. Bradley has been in the financial services industry since May 3, 2017. Prior to joining Osaic Wealth, Inc., Bradley was registered with FSC Securities Corporation, Investment Distributors, Inc., and Concourse Financial Group Securities, Inc. Bradley has a Series 6, Series 7, Series 63 and SIE license and is registered to conduct business in Texas. Bradley focuses on providing portfolio management for businesses and individuals, financial planning, pension consulting, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
09/15/2023 - 11/03/2023
FSC SECURITIES CORPORATION (DALLAS TX)
KY
01/03/2022 - 10/13/2023
INVESTMENT DISTRIBUTORS, INC. (Covington KY)
KY
05/04/2017 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (COVINGTON KY)
BC
Issued 08/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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