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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Willsey is an Investment Advisor Representative with Archer Investment Corporation, based in Indianapolis, Indiana. Robert is a seasoned professional with over 20 years of experience in the financial services industry. Robert has a proven track record of providing comprehensive financial advice to individuals, families, and businesses. Robert holds the Series 6, 7, 24 and 63 licenses, as well as the Series 65 Investment Advisor license. In addition to his investment advisory activities, Robert also holds a Life and Property and Casualty Insurance license.
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.
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IN
05/13/2024 - Present
Archer Investment Corp. (Indianapolis IN)
NY
04/09/2012 - 10/08/2013
ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)
IN
09/08/2011 - 03/22/2012
FARMERS FINANCIAL SOLUTIONS, LLC (INDIANAPOLIS IN)
IN
11/02/2010 - 07/01/2011
CFD INVESTMENTS, INC. (INDIANAPOLIS IN)
IN
11/13/2009 - 09/13/2010
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
10/30/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
IN
06/03/2008 - 10/31/2008
SIGMA FINANCIAL CORPORATION (INDIANAPOLIS IN)
IN
01/19/2007 - 06/04/2008
CFD INVESTMENTS, INC. (INDIANAPOLIS IN)
IN
11/14/2005 - 10/16/2006
CHARLES SCHWAB & CO., INC. (FISHERS IN)
IN
04/11/2005 - 11/25/2005
PROEQUITIES, INC. (INDIANAPOLIS IN)
MI
07/21/2003 - 04/07/2005
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
OH
01/09/2002 - 08/04/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
CA
06/06/2000 - 01/25/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
01/11/2000 - 06/05/2000
CONSECO SECURITIES, INC. (CARMEL IN)
AL
03/07/1997 - 12/22/1998
PROEQUITIES, INC. (BIRMINGHAM AL)
TX
06/11/1981 - 03/13/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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