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Robert R

Series 66

Sarasota, FL

Cetera

Robert Rosenberg is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera Wealth Services, Summit Financial Group, and Summit Brokerage Services. Rosenberg serves on the board of Cardinal Mooney High School and is involved in organizing fundraising events for local schools and nonprofits in Sarasota, FL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Edward R

Series 63, Series 65

Sarasota, FL

Cetera

Edward Rosenberg is a financial advisor with Cetera in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Cetera Wealth Services. He serves on the advisory board of Loma Linda Hospital and is a member of the board of directors for Misty Creek Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services utilizing multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael D

Series 66

Sarasota, FL

Cetera

Michael Dubee is a financial advisor with Cetera, holding the Series 66 designation and eight years of industry experience. He has worked at multiple firms including Summit Financial Group and Cetera Wealth Services. Outside of his advisory role, he serves as an assistant coach for a youth baseball organization in Sarasota, Florida. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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