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Lanny R
Series 66
Glenville, NY
SIP Financial Services
Lanny Rosenbaum is a financial advisor at SIP Financial Services with 4 years of industry experience. He holds a Series 66 designation and has been with SIP Financial Services since 2007. SIP Financial Services provides financial planning, portfolio management, and pension consulting to a diverse client base, including pension and profit-sharing plans, charitable organizations, trusts, estates, corporations, and other business entities. The firm offers customized investment advice primarily on a non-discretionary basis, utilizing fundamental, technical, and cyclical analysis, and incorporates a range of trading strategies tailored to client objectives and risk tolerance.
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