Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edward Crouse is a financial advisor with over 30 years of experience in the industry. David has a strong background in securities and investment advisory services, and is registered to provide these services in multiple states, including Delaware, Florida, Iowa, Maine, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. David is currently affiliated with LPL Financial LLC and holds the following licenses: Series 6, 7, 9, 10, 63, and 65.
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.
Consulting and other non-discretionary advisory services
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
DE
07/18/2024 - Present
LPL Financial LLC (LEWES DE)
DE
01/01/2004 - 03/26/2024
PNC INVESTMENTS (LEWES DE)
KY
04/21/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
11/21/1995 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
09/07/1993 - 11/21/1995
PNC SECURITIES CORP (PITTSBURGH PA)
VA
04/06/1992 - 09/28/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NJ
07/24/1989 - 10/17/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/24/1989 - 10/17/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Crouse is the right advisor for you? Invested Better is here to help.
