Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Croutch has been a registered investment advisor representative for over 35 years. David is currently employed with Wells Fargo Clearing Services, LLC in their CANFIELD, OH location. Previously, David was employed with Robert W. Baird & Co. Incorporated in BOARDMAN, OH and The Ohio Company in CINCINNATI, OH. David holds Series 63, 10, 9, SIE and 7 securities licenses. David is also registered as an Investment Advisor Representative in multiple states including Ohio, Texas, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Utah, Virginia and West Virginia.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/13/2024 - Present
Wells Fargo Clearing Services, LLC (CANFIELD OH)
OH
06/26/1998 - 08/20/2007
ROBERT W. BAIRD & CO. INCORPORATED (BOARDMAN OH)
OH
01/20/1988 - 07/06/1998
THE OHIO COMPANY (CINCINNATI OH)
BC
Issued 03/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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