Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joseph Link is a financial professional with over eight years of experience in the industry. David is currently registered with Young America Capital, LLC, and has a Series 7, Series 63, and SIE license. David has also worked for Lightpath Capital, Inc and Liberty Tree Advisors, LLC. David has a strong background in the financial services industry and is dedicated to helping clients achieve their financial goals.
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.
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.
1
2
NY
05/20/2022 - Present
Young America Capital, LLC (MAMARONECK NY)
TX
01/18/2018 - 07/02/2020
LIGHTPATH CAPITAL, INC (SOUTHLAKE TX)
MA
03/10/2014 - 01/27/2016
LIBERTY TREE ADVISORS, LLC (ACTON MA)
IA
Issued 05/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Link is the right advisor for you? Invested Better is here to help.
