Unclaimed
Roger Blundell is an investment advisor representative with New England Tactical Investments LLC. Roger has been in the financial services industry since 1992 and has a broad range of experience in the field. Roger holds multiple licenses, including the Series 65, Series 63, Series 4, and Series 7. Roger is also a registered investment advisor representative in New Hampshire.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NH
05/17/2019 - Present
NEW England Tactical Investments LLC (KENSINGTON NH)
NH
05/02/2018 - 11/23/2018
PRUCO SECURITIES, LLC. (Bedford NH)
FL
09/03/2014 - 08/11/2016
FREEDOM INVESTORS CORP. (Longwood FL)
FL
04/02/2014 - 12/31/2014
MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
01/05/2012 - 06/04/2012
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
IL
08/30/2011 - 12/07/2011
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NH
01/11/2011 - 08/05/2011
BROKERSXPRESS LLC (KENSINGTON NH)
FL
05/15/2008 - 01/12/2011
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
MA
02/13/2001 - 02/13/2004
FEDERAL STREET INVESTMENTS, INC. (BEVERLY MA)
TX
11/14/2000 - 04/27/2001
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
FL
05/24/1995 - 11/15/2000
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
CA
01/31/1995 - 04/26/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
08/09/1993 - 12/31/1993
DICKINSON & CO. (DES MOINES IA)
NY
02/08/1993 - 09/09/1993
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
NY
06/03/1992 - 04/16/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 02/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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