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Mary jule Anne Roginski

Northeastern Financial Consultants, Inc.

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About Mary jule Anne Roginski

Mary Jule Anne Roginski is a registered Investment Advisor Representative with Northeastern Financial Consultants, Inc. Mary Jule Anne Roginski has been in the industry since 1997. Mary Jule Anne Roginski has Series 7, 63, and 65 licenses. Mary Jule Anne Roginski is also registered in Pennsylvania and Texas. Northeastern Financial Consultants, Inc. is a registered investment advisor that provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Mary Jule Anne Roginski and Northeastern Financial Consultants, Inc. have approximately $63,421,900 in assets under management.

Firm Information

Mary jule Roginski is currently registered with Northeastern Financial Consultants, Inc.. Northeastern Financial Consultants, Inc. is an investment advisor specializing in financial planning, pension consulting, and portfolio management for both individuals and businesses. They serve a diverse clientele including high net worth individuals, corporations, charitable organizations, and individuals other than high net worth. Their approximate assets under management are $63,421,900.

$63.42M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary jule Roginski’s Registration & Firm History

PA

12/12/2018 - Present

Northeastern Financial Consultants, Inc. (SOUTH ABINGTON TOWNSHIP PA)

PA

12/23/1997 - 07/07/2011

AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS PA)

MN

12/23/1997 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/09/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary jule Anne Roginski.
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