Unclaimed
Danielle Rousseau is a financial professional with over 20 years of experience in the industry. Danielle is currently registered with Park Avenue Securities LLC in Frisco, TX and also holds a registration with Georgia. Danielle has previously worked with several other firms including Dempsey Lord Smith, LLC, PROEQUITIES, INC., CONSUMER CONCEPTS INVESTMENTS, INC., and PFS INVESTMENTS INC. Danielle specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors to clients. Danielle is committed to helping clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
TX
08/03/2023 - Present
Park Avenue Securities LLC (FRISCO TX)
TX
07/11/2013 - 05/22/2023
DEMPSEY LORD SMITH, LLC (PLANO TX)
GA
07/05/2006 - 07/17/2013
PROEQUITIES, INC. (DECATUR GA)
GA
02/26/2004 - 05/31/2006
CONSUMER CONCEPTS INVESTMENTS, INC. (AUSTELL GA)
GA
03/30/2001 - 10/15/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Danielle Rouseau is the right advisor for you? Invested Better is here to help.