Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Li-su? Claim Your ProfileLi-su Tan Lin is a financial advisor at Cetera Investment Advisers LLC with over 25 years of experience in the financial services industry. Li-su Lin's firm, Cetera Investment Advisers LLC, is a national financial services firm, headquartered in Schaumburg, IL, with a focus on providing financial advice and investment management services to individuals, families, businesses, and institutions. Li-su Lin has extensive experience in investment advisory services and financial planning. Li-su Lin holds Series 6, 63, 65, and 26 licenses, and is registered with the state of Illinois and several other states as a financial advisor. Li-su Lin has worked with numerous clients, including individuals, families, businesses, and institutions, and has a strong track record of success in providing financial advice and investment management services.
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
IL
09/05/2003 - Present
Cetera Investment Advisers LLC (NAPERVILLE IL)
GA
04/12/2002 - 09/04/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IL
06/16/1999 - 04/24/2002
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
GA
03/26/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
MA
09/10/1997 - 07/14/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/10/1997 - 07/14/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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