Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Link is a financial advisor with over 8 years of experience in the financial services industry. Robert currently works with MML Investors Services, LLC as a registered representative and investment advisor representative. Robert is licensed in the state of Maryland and has a Series 66, Series 7 and SIE license. Robert also worked at Wells Fargo Advisors Financial Network, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cabot Lodge Securities LLC, Cantella & Co., Inc. and IFS Securities. Robert has a strong track record of helping clients reach their financial goals. Robert offers a variety of services to his clients, including financial planning, asset allocation programs, portfolio management, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
08/30/2021 - Present
MML Investors Services, LLC (HUNT VALLEY MD)
MD
12/17/2019 - 08/10/2021
CANTELLA & CO., INC. (Baltimore MD)
MD
09/26/2019 - 12/23/2019
CABOT LODGE SECURITIES LLC (Baltimore MD)
GA
02/11/2019 - 10/10/2019
IFS SECURITIES (ATLANTA GA)
MD
06/05/2015 - 12/21/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BALTIMORE MD)
MD
08/07/2013 - 06/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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