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 advisor registered with Morgan Stanley. David has been working in the financial industry since 1964 and has a Series 63, Series 65, Series 40, Series 7TO, SIE, PC and Series 1 license. David has previously worked at firms such as Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Loeb Rhoades & Co. David currently provides services such as financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
06/01/2009 - Present
Morgan Stanley (Paramus NJ)
NJ
06/27/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGEWOOD NJ)
NJ
06/05/1998 - 07/07/2008
CITIGROUP GLOBAL MARKETS INC. (WAYNE NJ)
NY
11/08/1982 - 06/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/18/1981 - 12/07/1982
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/09/1980 - 10/20/1981
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
11/26/1979 - 06/09/1980
SHEARSON LOEB RHOADES INC.
NA
02/05/1979 - 11/26/1979
LOEB PARTNERS
NA
09/20/1978 - 02/06/1979
JOHN MUIR & CO.
NA
08/23/1976 - 10/11/1978
ULTRAFIN INTERNATIONAL CORPORATION
NA
04/28/1976 - 08/29/1976
ARTHUR WIESENBERGER & COMPANY, INC.
NA
05/03/1974 - 04/30/1976
DANIELS & BELL, INC.
NA
11/08/1962 - 07/13/1972
LOEB RHOADES & CO
IA
Issued 09/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1979
PC - AMEX Put and Call Exam
BC
Issued 11/02/1962
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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