Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Joseph Link is an investment advisor representative with Private Portfolio Partners, LLC, where Donald has been employed since September 2015. Donald is also registered as an investment advisor representative in Texas. Previously, Donald was registered as a representative with FIDELITY BROKERAGE SERVICES LLC from August 2003 to September 2015 and with WS GRIFFITH SECURITIES, INC. from April 2000 to July 2003. Donald holds a Series 6, Series 7, Series 9, Series 63 and Series 66 securities license. Donald is a Registered Investment Advisor Representative at Private Portfolio Partners, LLC. Donald has been a financial professional since 2000. Donald's employment history also includes roles at LPL Financial and Strategic Advisers, Inc.
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.
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.
Solicitation/referral and consulting services
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.
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2
NJ
02/16/2016 - Present
Private Portfolio Partners, LLC (Florham NJ)
NJ
08/01/2003 - 09/25/2015
FIDELITY BROKERAGE SERVICES LLC (MORRISTOWN NJ)
CT
04/28/2000 - 07/24/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 10/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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