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Robert R
Series 63, Series 65
Sarasota, FL
Lincoln Investment
Robert Rosenbaum is a financial advisor with Lincoln Investment in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for 21 years at Legend Equities Corporation. He is the owner of Suncoast Wealth Solutions, Inc., a business focused on insurance, financial services, and retirement counseling. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team and a layered delivery model that combines advisor-led consulting with model portfolios and third-party managers.
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