Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Rodgveller is an investment advisor representative who has been in the industry since 2010. Stephen is currently registered with Centaurus Financial, Inc. and has been with the firm since 2017. Prior to that, Stephen was registered with St. Bernard Financial Services, Inc., World Equity Group, Inc., and AXA Advisors, LLC. Stephen provides a range of services to clients, including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
AZ
11/02/2021 - Present
Centaurus Financial, Inc. (TUCSON AZ)
AZ
07/22/2016 - 05/22/2017
ST. BERNARD FINANCIAL SERVICES, INC. (Tucson AZ)
AZ
10/30/2015 - 03/29/2016
WORLD EQUITY GROUP, INC. (Tucson AZ)
AZ
01/03/2014 - 10/02/2015
AXA ADVISORS, LLC (TUCSON AZ)
AZ
04/05/2012 - 01/14/2014
PRINCOR FINANCIAL SERVICES CORPORATION (TUCSON AZ)
AZ
03/22/2010 - 04/02/2012
AXA ADVISORS, LLC (TUCSON AZ)
BOTH
Issued 04/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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