Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Daniel Rosner is an Investment Advisor Representative with Singer Wealth Advisors LLC. Roy has been with Singer Wealth Advisors for over 5 years and provides financial planning, pension consulting, and educational seminars for clients. Roy is a Series 65 licensed Investment Advisor Representative and has been actively involved in the financial services industry for over 10 years. Roy is also the sole owner and employee of Futureproof Finances LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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FL
12/22/2021 - Present
Singer Wealth Advisors LLC (BOCA RATON FL)
IA
Issued 07/30/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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