Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Rodgers has been in the industry since 1997 and is currently registered as an Investment Advisor Representative with Monongahela Capital Management. Denise holds a Series 63, 66, 7, 14, 24 and 99TO and has been active in the industry since 1997.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/09/2004 - Present
Monongahela Capital Management (HARMONY PA)
PA
01/01/1997 - 10/24/2023
RODGERS BROTHERS, INC. (HARMONY PA)
BOTH
Issued 03/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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