Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Clay Rouse is a financial advisor with Equity Services, Inc. based in Addison, TX. David has over 30 years of experience in the financial services industry. David is registered with the state of Texas to provide investment advisory services. David also holds Series 6, 7, and 66 securities licenses as well as the SIE exam. David is a Certified Financial Planner™ professional, and offers financial planning and investment management services to individuals, families, and businesses. David previously worked with United Planners' Financial Services of America A Limited Partner, MIMLIC Sales Corporation, and H.D. Vest Investment Securities, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/28/2010 - Present
Equity Services, Inc. (ADDISON TX)
TX
06/11/1997 - 07/30/2010
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SAN ANTONIO TX)
MN
05/08/1995 - 06/27/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
TX
11/02/1987 - 06/08/1989
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 08/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Rouse is the right advisor for you? Invested Better is here to help.
