Unclaimed
Barbara Callery Archer is a financial advisor registered with Hightower Advisors, LLC. Barbara has been in the industry since 1983 and has worked with a number of firms, including Kestra Investment Services, LLC and MML Investors Services, INC. Barbara holds the Series 7, Series 24, and Series 63 licenses and is a Certified Financial Planner. She is a member of the Women’s Foundation of Greater St. Louis Advisory Board and the COCA board of directors. Barbara specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MO
08/25/2016 - Present
Hightower Advisors, LLC (St. Louis MO)
MO
09/29/1998 - 08/26/2016
KESTRA INVESTMENT SERVICES, LLC (ST. LOUIS MO)
MA
03/01/1996 - 09/30/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/23/1985 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
09/22/1983 - 07/26/1985
FIRST AFFILIATED SECURITIES, INC.
BC
Issued 09/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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