Unclaimed
Linda Gassen is a registered representative with Cu Investment Solutions LLC. Linda holds Series 7 and Series 63 licenses and the SIE exam. Linda has been in the financial services industry since November 2012. Linda is registered to provide investment advice in California, Illinois, Indiana, Michigan, Minnesota, and Ohio.
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.
Non discretionary investment advisory for 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.
1
2
KS
11/27/2012 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
BC
Issued 01/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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