Unclaimed
Brian William Link is a financial advisor with over 20 years of experience in the financial services industry. Brian has worked with Voya Financial Advisors, Inc. since 2014. Previously, Brian was employed with ING Financial Advisors, LLC from 2001 to 2011 and Morgan Stanley DW Inc. from 1999 to 2001. Brian holds a Series 7, 31 and 66 license as well as the SIE exam. Brian is also a registered investment advisor in the state of Ohio, New York and Texas. Brian is a Registered Representative of Voya Financial Advisors, Inc. and a Registered Investment Advisor for Voya Investment Management LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
04/30/2020 - Present
Voya Financial Advisors, Inc. (Columbus OH)
OH
05/25/2001 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (DAYTON OH)
NY
03/29/1999 - 05/16/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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