Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edwin Link is a financial professional with over 30 years of experience in the industry. David is currently registered with Charles Schwab & Co., Inc. and is located in Orlando, Florida. David has a wide range of experience having previously worked with firms such as MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Investors Distribution Company, New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, Charles Schwab & Co., Inc., G.A. Reppe & Company, Wachovia Securities, Inc., First Union Brokerage Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David holds Series 63, 66, 7, 8, 9, 10, and 24 licenses and holds a FINRA Arbitrator position. David's areas of specialization include Financial Planning, and Portfolio Management.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
01/09/2025 - Present
Charles Schwab & CO., Inc. (Orlando FL)
MA
03/25/2017 - 03/03/2023
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
10/21/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
01/20/2012 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
01/20/2012 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
01/20/2012 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
01/20/2012 - 09/06/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
10/21/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
01/26/2004 - 07/15/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
03/24/2003 - 12/04/2003
G. A. REPPLE & COMPANY (CASSELBERRY FL)
MO
10/01/2000 - 12/16/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/24/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
TX
03/26/1993 - 02/01/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/29/1991 - 07/31/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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