Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frankl is an investment advisor representative at Lincoln Investment. Robert has been in the securities industry since June 8, 2001. Robert is registered with the state of Florida as an investment advisor representative. Robert is also registered with the state of Florida as a broker. Robert's firm, Lincoln Investment, is a registered investment advisor. The firm has approximately $17,218,143,141 in assets under management. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. Robert has been with Lincoln Investment since January 2017. Prior to that, Robert was with Legend Equities Corporation, where he was registered as a broker. Robert is a Series 65, Series 63, Series 24, Series 52TO, Series 53 and Series 7 licensed professional. Robert is a licensed real estate agent with PALM REALTY COMPANY OF SOUTH FLORIDA, LLC, which is a firm that he owns.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
06/15/2017 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
FL
09/22/2011 - 01/03/2017
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
06/12/2009 - 09/02/2011
FIRST AMERICAN CAPITAL AND TRADING CORPORATION (BOCA RATON FL)
FL
12/11/2002 - 07/26/2007
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
NY
06/12/1997 - 11/17/2000
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
IA
Issued 06/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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