Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaosheng? Claim Your ProfileKaosheng Lin is an investment advisor representative at Cetera Investment Advisers LLC. Kaosheng has been in the industry since April 1994. Kaosheng has been registered with Cetera Investment Advisers LLC since September 2017. Kaosheng was previously registered with LPL Financial LLC, Cetera Investment Services LLC and Kyson & Co. Kaosheng specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
CA
09/28/2017 - Present
Cetera Investment Advisers LLC (SAN GABRIEL CA)
CA
02/28/2017 - 09/25/2017
LPL FINANCIAL LLC (EL MONTE CA)
CA
11/25/2015 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (EL MONTE CA)
CA
02/22/1995 - 12/21/2015
KYSON & CO (COVINA CA)
CA
04/07/1994 - 04/12/1995
FASCO INTERNATIONAL, INC. (WALNUT CA)
BOTH
Issued 1/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/10/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 8/9/1994
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kaosheng Lin is the right advisor for you? Invested Better is here to help.
