Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lin is a financial advisor with over 11 years of experience in the industry. Michael is currently registered with Cuso Financial Services, LP and holds Series 6, 7, 63 and 66 licenses. Prior to joining Cuso Financial Services, Michael was associated with several firms including Wells Fargo Clearing Services, LLC, Key Investment Services LLC and J.P. Morgan Securities LLC. Michael is a highly experienced and knowledgeable financial advisor committed to helping clients achieve their financial goals.
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
WA
03/02/2021 - Present
Cuso Financial Services, LP (BURIEN WA)
WA
09/29/2017 - 11/09/2020
WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)
WA
10/20/2014 - 12/06/2016
KEY INVESTMENT SERVICES LLC (BELLEVUE WA)
WA
10/01/2012 - 06/17/2014
J.P. MORGAN SECURITIES LLC (ISSAQUAH WA)
WA
11/06/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ISSAQUAH WA)
BOTH
Issued 09/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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