Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Joyce Batten is a registered investment advisor representative with Cuso Financial Services, LP. Tamara has been active in the financial industry since April 2019 and has held licenses in multiple states. She has a strong background in financial planning and portfolio management, having worked with Wells Fargo Clearing Services, LLC. Tamara specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. Her expertise includes helping clients develop personalized financial plans, select investments, and manage their portfolios.
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
TX
05/16/2022 - Present
Cuso Financial Services, LP (League TX)
TX
04/28/2021 - 05/18/2022
WELLS FARGO CLEARING SERVICES, LLC (LEAGUE CITY TX)
TX
04/04/2019 - 04/23/2021
WELLS FARGO CLEARING SERVICES, LLC (LEAGUE CITY TX)
IA
Issued 06/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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