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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 Rodgers is an Investment Advisor Representative. Mark has been in the securities industry since 1979. Mark is currently registered with Monongahela Capital Management and is also registered as an Investment Advisor Representative with Rodgers Brothers, Inc. Mark is licensed to provide securities advice in California, Florida, Georgia, Illinois, New York, Ohio, Pennsylvania, and Texas. Mark holds a Series 65, Series 27, and Series 24 licenses. Mark has a Series 7, Series 99TO, and a Series SIE. Mark specializes in providing investment advice to insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Mark is a Director and Secretary for Aligned Partners Trust.
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.
1
2
PA
11/03/2016 - Present
Monongahela Capital Management (HARMONY PA)
PA
04/10/1985 - 10/24/2023
RODGERS BROTHERS, INC. (HARMONY PA)
NA
05/01/1979 - 04/23/1985
LEGG MASON MASTEN INC.
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/12/1985
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 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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