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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Link is a financial advisor with Oppenheimer & Co. Inc., based in Jenkintown, Pennsylvania. Robert has been working in the financial industry since April 15, 1981. Robert has a range of experience and expertise. Prior to joining Oppenheimer & Co. Inc. Robert was with Morgan Stanley. Robert's current registrations include Series 63 and Series 65 licenses, in addition to holding a Series 7, Series 15 and SIE licenses. Robert is currently registered as an investment advisor representative in Pennsylvania. Robert's specializations include financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Robert can assist clients in a variety of financial needs, including pension consulting and selection of other advisors.
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.
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.
1
2
PA
01/12/2018 - Present
Oppenheimer & Co. Inc. (JENKINTOWN PA)
PA
09/24/2010 - 01/16/2018
MORGAN STANLEY (BLUE BELL PA)
PA
10/28/2003 - 10/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ELKIN PARK PA)
NY
07/31/1993 - 10/24/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/26/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/13/1981 - 10/17/1988
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 06/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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