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Leo Rosner is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Finanical Advisors Corp., a broker/dealer and registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies.
CRN200807-2018410 |
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Business Description |
| For the past 25 years, I have worked primarily with business owners and physicians...providing them with comprehensive financial planning. I would be happy to go over the details with you of what "comprehensive" means and what specific services we offer to our clients. |
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General Information |
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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| States Licensed in: |
CA, CO, FL, GA, IL, MD, MA, NY, NC, OH, PA, TX
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| Years of Experience in Financial Services: |
27
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| Number of Years with Current Firm: |
7
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| I work with the following types of clients: |
Individual Investors
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Services |
| Investment Types: |
Mutual Funds, Insurance, Stocks, Annuities
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Qualifications & Memberships |
| Securities Licenses: |
Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets, Commissions
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| Prepared By: |
Leo Rosner |
| Most Recent Update: |
07/14/2008 |
Frequently Asked Questions |
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