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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Link is an investment advisor representative with Cetera Investment Advisers LLC. Kevin Michael Link has been in the financial services industry since 2003. Kevin Michael Link has a Series 6, 7, 63 and 65. Kevin Michael Link is registered in 14 states. Prior to joining Cetera Investment Advisers LLC, Kevin Michael Link was registered with VOYA FINANCIAL ADVISORS, INC. and SAGEPOINT FINANCIAL, INC. Kevin Michael Link specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Kevin Michael Link is also a volunteer with the St. Agnes Hospital Charitable Foundation.
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.
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (COLUMBIA MD)
MD
04/01/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (COLUMBIA MD)
MD
10/31/2008 - 04/28/2009
SAGEPOINT FINANCIAL, INC. (WESTMINSTER MD)
MD
01/02/2003 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WESTMINSTER MD)
IA
Issued 08/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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