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James M. Wesolowski

Archer Investment Corp.

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About James M. Wesolowski

James M. Wesolowski is an Investment Advisor Representative with Archer Investment Corp. based in Cape Coral, Florida. James is a seasoned professional with experience in the financial services industry, having served as an Independent Insurance Agent and a Tax Preparation/Accounting professional. James specializes in providing financial planning, portfolio management for businesses, individuals and investment companies, and pension consulting. James holds the Series 63, Series 65, Series 7 and SIE licenses. James M. Wesolowski is a dedicated and experienced professional who can help you reach your financial goals.

Firm Information

James Wesolowski 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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James Wesolowski’s Registration & Firm History

FL

10/30/2018 - Present

Archer Investment Corp. (Cape Coral FL)

FL

08/08/2008 - 10/19/2018

HD VEST INVESTMENT SERVICES (Cape Coral FL)

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Licenses & Designations

BC

Issued 08/23/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/18/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James M. Wesolowski.
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