Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lita? Claim Your ProfileLita Marie Pelko is a financial advisor at Rodgers & Associates. Lita has been in the industry for over 20 years and is registered with the state of Pennsylvania. Lita has experience working with individuals, high-net-worth individuals, and charitable organizations. Lita holds the Series 7 and Series 66 licenses and is a Certified Financial Planner.
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.
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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2
PA
10/05/2004 - Present
Rodgers & Associates (LANCASTER PA)
CA
09/14/2004 - 12/31/2005
GIRARD SECURITIES, INC. (SAN DIEGO CA)
NY
01/03/2003 - 08/30/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/22/1999 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 12/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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