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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Rouse is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial industry since 1983. William holds Series 7 and Series 63 licenses as well as the SIE exam. William holds licenses in multiple states, including Alabama, Arizona, District of Columbia, Florida, Georgia, Kentucky, Maryland, Massachusetts, Minnesota, Missouri, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. William's firm, Wells Fargo Advisors Financial Network, LLC, is a large firm with approximately 2434 clients.
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.
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2
SC
03/31/2016 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON SC)
SC
08/14/2000 - 04/04/2016
UBS FINANCIAL SERVICES INC. (CHARLESTON SC)
NY
10/19/1983 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/13/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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