Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Eugene Woodruff is an investment advisor representative with Strategic Blueprint, LLC based in Lewisburg, WV. Roger has been in the financial services industry since 1977 and has held several roles at various firms. Roger specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. He is also a Chartered Financial Consultant and has a strong background in investment management and wealth preservation.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Family office fees, endorsements
1
2
WV
03/18/2024 - Present
Strategic Blueprint, LLC (Lewisburg WV)
WV
06/01/2017 - 06/08/2020
SECURITIES AMERICA, INC. (Parkersburg WV)
WV
04/01/2003 - 06/06/2017
LPL FINANCIAL LLC (PARKERSBURG WV)
NY
10/20/1980 - 04/14/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/03/1978 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1977
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Roger Woodruff is the right advisor for you? Invested Better is here to help.
