Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Wilson Link is a financial advisor in TAMPA, FL, with over 8 years of experience in the financial services industry. Chad Link is currently registered with Truist Advisory Services, Inc. and has been with the firm since July 2023. Previously, Chad Link was employed by SunTrust Investment Services, Inc. and T. Rowe Price Investment Services, Inc. Chad Link holds a Series 6, 7, 63, 66, 7TO, and SIE licenses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
09/01/2023 - Present
Truist Advisory Services, Inc. (TAMPA FL)
GA
03/09/2015 - 07/01/2020
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
04/01/2011 - 01/12/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATHENS GA)
FL
12/05/2007 - 04/21/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 08/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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