Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Bissland-Moore Link is an Investment Advisor Representative at Brockenbrough in Richmond, VA. Samantha has been in the industry since 2014 and has experience at multiple firms. Her previous employers include BB&T Securities, LLC, TD Ameritrade, Inc., and Wells Fargo Advisors, LLC. Samantha holds the Series 7, Series 66, and SIE licenses. Samantha specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Samantha also specializes in providing selection of other advisers and portfolio management for businesses. Samantha has a Certified Financial Planner designation.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
10/19/2020 - Present
Brockenbrough (RICHMOND VA)
VA
12/09/2015 - 10/05/2020
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/13/2015 - 12/15/2015
TD AMERITRADE, INC. (GLEN ALLEN VA)
VA
11/18/2014 - 07/10/2015
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
BOTH
Issued 01/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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