Unclaimed
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 a financial advisor currently registered with Cetera Investment Advisers LLC. Kevin has been in the financial services industry since January 1, 2003. Previously, Kevin was registered with VOYA FINANCIAL ADVISORS, INC., SAGEPOINT FINANCIAL, INC., and AMERICAN GENERAL SECURITIES INCORPORATED. Kevin has Series 6, 7, 63, 65, and SIE licenses. Kevin holds a bachelor's degree in finance from the University of Maryland. Kevin's specializations include retirement planning, college savings, insurance, and estate planning. Kevin is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA).
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 8/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
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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