Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Sam Tagle is a financial professional with over 20 years of experience in the industry. Linda is currently registered with Cuso Financial Services, LP in Pasadena, CA and has been with the firm since January 2023. Prior to this, Linda was a registered representative with Wescom Financial Services for nearly 20 years. Linda holds several licenses and certifications including Series 6, 7, 63 and 66. Linda specializes in providing financial planning and portfolio management services for individuals, corporations, and charitable organizations.
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
01/13/2023 - Present
Cuso Financial Services, LP (PASADENA CA)
CA
08/31/2004 - 02/06/2023
WESCOM FINANCIAL SERVICES (PASADENA CA)
CA
10/20/2003 - 09/01/2004
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
BOTH
Issued 03/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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