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Roger J. Walstra

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CRD#: 1227710
RW

Professional summary


Roger John Walstra was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Roger is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Roger had worked at 5 firms, which includes SPECTRUM INVESTMENT SERVICES INC., MARINER FINANCIAL SERVICES INC., VESTAX SECURITIES CORPORATION, EASTERN CAPITAL SECURITIES INC., EASTERN CAPITAL CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 12, 1997 - June 21, 2000

SPECTRUM INVESTMENT SERVICES, INC.

BD
CRD#: 36962
MISHAWAKA, IN
Past

January 5, 1996 - June 9, 1997

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

June 2, 1987 - December 31, 1995

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

July 20, 1984 - August 11, 1984

EASTERN CAPITAL SECURITIES, INC.

BD
CRD#: 14743
Past

January 25, 1984 - December 18, 1987

EASTERN CAPITAL CORPORATION

BD
CRD#: 7910

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/1/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SI
SPECTRUM INVESTMENT SERVICES, INC.
SPECTRUM INVESTMENT SERVICES, INC.

CRD#: 36962 / SEC#: , 8-47557

BD
Cancelled by SEC on 01/31/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Indiana since 04/12/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SANDERS, MARY LOUISEPRESIDENT, SECRETARY, TREASURER, DIRECTOR, CFO603000
SCHMIDT, MARLIN FREDPRINCIPAL, ASSISTANT COMPLIANCE OFFICER414008

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SPECTRUM INVESTMENT SERVICES, INC.

CRD#: 36962

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