Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Elliker is a financial professional with experience in the financial services industry. Stephen is currently registered with Rodgers & Associates and has been with the firm since June 2021. Previously, Stephen was with Vanguard Marketing Corporation from February 2021 to June 2021. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and SIE licenses.
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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PA
09/22/2021 - Present
Rodgers & Associates (Lancaster PA)
PA
02/16/2021 - 06/18/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 03/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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