Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Rodgers is a financial advisor in Lancaster, Pennsylvania. Rick is a certified financial planner and has been in the industry since 1984. Rick has been with Rodgers & Associates since 1996. Rick has held previous positions with Girard Securities, Inc., Sentra Securities Corporation, Prudential Securities Incorporated, and Shearson Lehman Hutton Inc. Rick specializes in providing financial planning and portfolio management services to high net worth individuals, charitable organizations, and individuals other than high net worth. Rodgers & Associates provides financial advice and investment management services to a variety of clients, including individuals, families, trusts, estates, and charitable organizations.
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
10/11/2002 - Present
Rodgers & Associates (LANCASTER PA)
PA
09/06/2002 - 12/31/2005
GIRARD SECURITIES, INC. (LANCASTER PA)
AZ
12/12/1996 - 09/26/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
01/12/1990 - 12/12/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/22/1984 - 01/30/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 10/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/27/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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