Mary Jule Roginski, financial advisor South Abington Township PA

Mary Jule Roginski

CRD Number: 2980235
Current Firm: Northeastern Financial Consultants, Inc.

Mary Jule Roginski (CRD# 2980235) is an Investment Advisor Representative working at Northeastern Financial Consultants, Inc. in South Abington Township, PA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Northeastern Financial Consultants, Inc. South Abington Township, PA Jul 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Mary Jule A. Roginski
Phone Number: 570-586-1064
Firm Website: http://www.nefci.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $256,769
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)
Types of Clients
Registered States

FL, PA, SC, TX

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