Unclaimed
Benjamin Everette Link is a financial advisor registered with LPL Financial LLC. Benjamin has been in the industry for over 20 years and has experience with various firms such as Truist Investment Services, Inc., BB&T Securities, LLC, UBS Financial Services Inc., Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Benjamin holds licenses for Series 3, 7, 9, 10, 31 and SIE. Benjamin Everette Link is currently licensed in several states including North Carolina, Texas, California, Florida, Georgia, Iowa, Massachusetts, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Alaska, and Arizona.
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.
Consulting and other non-discretionary advisory services
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
NC
09/22/2022 - Present
LPL Financial LLC (GREENSBORO NC)
NC
02/17/2021 - 09/23/2022
TRUIST INVESTMENT SERVICES, INC. (GREENSBORO NC)
VA
05/24/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/08/2011 - 04/07/2016
UBS FINANCIAL SERVICES INC. (CHAPEL HILL NC)
NC
06/01/2009 - 07/25/2011
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
05/11/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLOTTE NC)
NY
02/21/2006 - 05/25/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
10/16/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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