Roger Pikul Jr., MBA
Phone: 845-294-1313 Client relationships are key for Roger Pikul Jr. of Quest Financial Services. As an experienced financial advisor, Roger says building a long term relationship with his clientele is absolutely essential to providing the best possible service. “I want to get to know my clients and understand what they want to accomplish and help them work towards their goals,” Roger explains, “My aim is to build a true professional relationship that will benefit my clients for years to come.” In addition to his investment experience, Roger offers a number of specialized services:
Roger has devoted his life to his work in the financial services industry. He studied Business Administration at SUNY in New Paltz and went on to earn his Masters Degree at Long Island University, specializing in Finance. He also holds a Series 7 securities registration and is licensed in life, accident and health insurance. Because Quest is a fully independent firm, Roger is free to put his clients’ interests first when providing financial services. Roger emphasizes the importance of explaining financial issues to his clients in terms that are clear and easily understood. “At the end of the day, I want my clients to feel comfortable and to be able to sleep at night,” Roger explains. 
|
||
|
Main Office: Phone: 845-343-2244 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities and investment advisory services offered through NATIONAL PLANNING CORPORATION. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent of Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Quest Financial Services and NPC (NPCOA) and separate and unrelated companies.