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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Link is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the financial services industry for over 20 years and holds both Series 6 and 7 licenses. Jeffrey is registered to provide investment advice in 18 states and the District of Columbia. Prior to joining Wells Fargo, Jeffrey worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey has experience working with clients of all types, including individuals, families, businesses, and institutions. Jeffrey specializes in providing investment consulting, financial planning, and portfolio management services. Jeffrey is committed to providing his clients with personalized service and helping them 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.
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.
Investment consulting services to institutional clients
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.
1
2
MD
12/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BALTIMORE MD)
MD
10/23/2009 - 06/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
10/03/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TOWSON MD)
NY
09/21/2001 - 10/09/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
08/23/1999 - 11/30/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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