Unclaimed
Robert Slowik is a financial advisor with Archer Investment Corp. Robert has been in the financial services industry since 1986 and holds a Series 6 and Series 63 license. Robert has a CFP® designation and is also a PA EA. Robert has previously worked with AVANTAX INVESTMENT SERVICES, INC., FORTUNE FINANCIAL SERVICES, INC. and NEXT FINANCIAL GROUP, INC.. Robert provides investment advisory services to individuals, businesses, investment companies and pension plans.
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
PA
10/10/2019 - Present
Archer Investment Corp. (Yardley PA)
PA
01/03/2014 - 10/18/2019
AVANTAX INVESTMENT SERVICES, INC. (YARDLEY PA)
PA
09/13/2006 - 12/31/2013
FORTUNE FINANCIAL SERVICES, INC. (YARDLEY PA)
PA
11/15/2002 - 08/23/2006
NEXT FINANCIAL GROUP, INC. (YARDLEY PA)
PA
11/12/1986 - 11/15/2002
BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)
BC
Issued 11/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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