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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Link is an active investment advisor representative. Frank is registered with Wealthpenn.comllc, based in Purchase, New York. Frank has been in the industry since 1990, and has experience in financial planning, pension consulting and portfolio management for individuals, businesses and investment companies. Frank also has experience in educational seminars and selection of other advisors. Frank is registered with the Securities and Exchange Commission and has been approved to offer securities and advisory services in 35 states and 2 federal districts. Frank specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, investment companies, charitable organizations and insurance companies. Frank is also an active member of the financial services industry, and has earned several designations and certifications over the years.
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
MD
10/22/2018 - Present
Wealthpenn.comllc (Annapolis MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)
MD
04/20/1999 - 04/02/2007
MORGAN STANLEY DW INC. (BALTIMORE MD)
MO
10/13/1998 - 04/20/1999
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
MD
06/21/1990 - 10/16/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 1/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/8/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 6/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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