Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brian Pelkey is a registered Investment Advisor Representative in Indiana and Texas. Robert has been a part of the financial industry for over 16 years, having worked with Capital Cities Investments, Inc., Capital Cities, LLC and Capital Cities, LLC. Robert is currently registered with Capital Cities, LLC and has his Series 65 license. The firm, Capital Cities, LLC is located in Indianapolis, Indiana. They provide investment consultations, pension consulting, selection of other advisors. They are considered a firm with a high number of clients, with over 50 clients and an estimated 19 clients who are associated with pension and profit-sharing 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.
Helps you choose top advisors aligned with your financial goals.
Investment consultations
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.
A percentage of the total value of assets under management is charged.
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IN
03/08/2024 - Present
Capital Cities, LLC (INDIANAPOLIS IN)
IA
Issued 12/10/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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