Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Yee is a financial advisor currently registered with Cuso Financial Services, LP. Tiffany has been in the financial industry since 2007 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Tiffany holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. She is currently registered in 27 states. Tiffany offers a range of financial services, including financial planning, portfolio management, and investment advisory 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
CA
12/22/2023 - Present
Cuso Financial Services, LP (Pasadena CA)
CA
07/25/2013 - 08/17/2016
AMERIPRISE FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)
CA
08/20/2007 - 07/11/2013
METLIFE SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 10/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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