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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Carey Rodgers is a registered Investment Advisor Representative with Monongahela Capital Management. Mark has been in the industry since 2012 and has passed the Series 63, 65, 7 and SIE exams. Mark has also passed the Series 24 exam. Mark is a Chartered Financial Analyst. Mark has experience working at Rodgers Brothers, Inc. and currently at Monongahela Capital Management.
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
06/21/2016 - Present
Monongahela Capital Management (HARMONY PA)
PA
07/11/2012 - 10/24/2023
RODGERS BROTHERS, INC. (HARMONY PA)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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