Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Rouse is a financial professional with over 30 years of experience in the financial services industry. William has held various roles at several firms, including Lincoln Financial Distributors, Inc., Tower Square Securities, Inc., and The Lincoln National Life Insurance Company. William is currently registered with Lincoln Financial Distributors, Inc. and is licensed to sell securities in several states. William holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE exam.
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.
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.
1
2
PA
12/16/2008 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
IL
10/08/2001 - 01/14/2009
TOWER SQUARE SECURITIES, INC. (WHEATON IL)
PA
12/31/2000 - 09/07/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
05/05/2000 - 12/31/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
02/16/1999 - 12/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
10/15/1993 - 01/12/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
10/21/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 10/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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