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Cheryl Ann Schwartz

Archer Investment Corp.

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About Cheryl Ann Schwartz

Cheryl Schwartz is a financial advisor with over 20 years of experience in the industry. Cheryl is currently registered with Archer Investment Corporation, a registered investment advisor based in Carmel, Indiana. Cheryl has a background in accounting and tax preparation. She has a Series 6, Series 63, and Series 65 license. Cheryl's experience and expertise in financial planning allows her to provide a comprehensive approach to managing the finances of her clients. Cheryl provides financial planning services to individuals, families, and businesses. Previous to her employment with Archer Investment Corporation, Cheryl Schwartz was employed by HD Vest Investment Services in Elkhart, Indiana.

Firm Information

Cheryl Schwartz is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cheryl Schwartz’s Registration & Firm History

IN

11/20/2017 - Present

Archer Investment Corp. (Elkhart IN)

IN

09/04/1997 - 09/11/2017

HD VEST INVESTMENT SERVICES (ELKHART IN)

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Licenses & Designations

IA

Issued 11/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cheryl Ann Schwartz.
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