Unclaimed
David Richard Rusch has been in the financial services industry for over 30 years and has built a reputation for providing personalized financial planning and investment management services to individuals and families. David currently works with Tittmann & Rusch, LLC, a firm he joined in 2001. Before that, David was a registered representative with LinSCO/Private Ledger Corp. and LinSCO Financial Group, Inc. David is a Certified Financial Planner and a Chartered Financial Consultant and holds Series 1, 63, 65, and 24 licenses. David has a strong understanding of financial markets and a commitment to helping clients achieve 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.
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.
1
2
CT
02/09/2021 - Present
Tittmann & Rusch, LLC (AVON CT)
SC
12/16/1989 - 12/17/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
07/07/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
08/01/1974 - 07/13/1987
CIGNA SECURITIES, INC.
IA
Issued 02/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1989
Series 24 - General Securities Principal Examination
BC
Issued 07/25/1974
Series 1 - Registered Representative Examination
Active
Inactive
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