Sally Klinger - Rogers, financial advisor Metuchen NJ
96 score

Sally Klinger - Rogers

CRD Number: 1089536
Current Firm: Eagle Strategies LLC

Sally Klinger - Rogers (CRD# 1089536) is an Investment Advisor Representative working at Eagle Strategies LLC in Metuchen, NJ and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Nylife Securities Inc. Livingston, NJ Sep 1982 - Current 35
New York Life Ins Co Edison, NJ Mar 1979 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Contact Info for Sally Klinger - Rogers
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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