Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Winthrop Linke is a registered representative and investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Allan has been in the securities industry since 1985 and has been registered with the state of Connecticut since 1985. Allan is also registered with the state of Texas. Allan specializes in providing financial advice to individuals, corporations, and other businesses. Allan holds the Series 7, Series 63, and Series 65 licenses. Allan is a member of the Silver Spring Country Club Investment Committee and the Ridgefield Boys and Girls Club Golf Tournament Committee.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
07/30/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
IA
Issued 01/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Allan Linke is the right advisor for you? Invested Better is here to help.
