Unclaimed
Rodger Elgar is an investment advisor representative with Jaffe Tilchin Investment Partners, LLC. Rodger has been in the industry since 1988 and is registered with the state of Florida. Rodger has a Series 6 license and a Series 65 license. Rodger's primary focus is on providing financial planning and portfolio management services for individuals and pension consulting. Rodger has previous experience with J.W. COLE FINANCIAL, INC., JONATHAN ROBERTS FINANCIAL GROUP, INC., PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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
FL
07/15/2008 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
FL
09/05/2003 - 08/18/2004
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
01/28/2002 - 09/05/2003
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
NJ
05/26/1988 - 01/16/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/26/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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