Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jefferson Rouse is an Investment Advisor Representative with Calton & Associates, Inc., and has been in the industry since September 27, 1990. Rouse is registered in Florida and the District of Columbia as a broker and investment advisor. Thomas specializes in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Rouse is also able to select other advisors for clients. He is affiliated with Calton & Associates, Inc., which has a strong reputation for providing a variety of investment advisory services to both individuals and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
07/29/2019 - Present
Calton & Associates, Inc. (Tampa FL)
FL
06/10/2010 - 07/31/2019
PROEQUITIES, INC. (TAMPA FL)
FL
06/21/2006 - 06/21/2010
PRINCOR FINANCIAL SERVICES CORPORATION (TAMPA FL)
FL
01/23/2004 - 06/22/2006
THE O.N. EQUITY SALES COMPANY (TAMPA FL)
NY
04/23/2001 - 02/11/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/06/1999 - 03/15/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
10/19/1998 - 04/22/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/14/1990 - 07/24/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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