Unclaimed
Rex Davidson is a registered investment advisor representative with Archer Investment Corp. Rex has been in the industry since 2010, and has experience working at HD VEST INVESTMENT SERVICES. Rex holds Series 63, Series 65, and Series 6 licenses, and specializes in investment advisory services for businesses, individuals, and investment companies. Rex is based in New Albany, Indiana.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
IN
02/08/2017 - Present
Archer Investment Corp. (New Albany IN)
IN
09/30/2010 - 02/03/2017
HD VEST INVESTMENT SERVICES (NEW ALBANY IN)
IA
Issued 11/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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