Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lenick is a financial advisor with Rodgers & Associates. Michael has been in the financial services industry since August 2017. Michael is a Chartered Financial Consultant and holds the Series 6, Series 63 and SIE securities licenses. Michael has worked at Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Michael is currently registered with the state of Pennsylvania.
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
07/18/2023 - Present
Rodgers & Associates (LANCASTER PA)
PA
08/04/2017 - 04/06/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LANCASTER PA)
BC
Issued 09/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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