Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Taejin Chung is an investment advisor representative with Cuso Financial Services, LP in Sherman Oaks, CA, and has been in the industry since 2012. Evan Chung's background includes experience at several financial firms, including Raymond James Financial Services, Inc., Cantella & Co., Inc., and J.W. Cole Financial, Inc. Evan Chung is registered with the state of California and is also licensed in 16 other states. Evan Chung specializes in offering a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management. Cuso Financial Services, LP offers investment advisory services to individuals, businesses, and other entities.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/18/2024 - Present
Cuso Financial Services, LP (SHERMAN OAKS CA)
CA
07/17/2019 - 10/07/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (Long Beach CA)
CA
04/28/2017 - 08/02/2019
CANTELLA & CO., INC. (Carlsbad CA)
CA
02/07/2014 - 05/15/2017
J.W. COLE FINANCIAL, INC. (CARLSBAD CA)
CA
04/08/2013 - 01/31/2014
SECURITIES AMERICA, INC. (CARLSBAD CA)
CA
10/01/2012 - 04/08/2013
J.P. MORGAN SECURITIES LLC (OCEANSIDE CA)
CA
06/28/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OCEANSIDE CA)
CA
12/08/2008 - 06/08/2010
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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