Our Qualifications

Robert R. Nursey, RFC

 Founder & President of IVY LEAGUE Retirement Planning

Retirement Planning & Investments

 

Experience Trust Independent

 

Community Activity/Leadership

·         Present or past member or director - Arlington Downtown Rotary club, ,  AISD Citizens Budget Review Committee, Pro Downtown Business Owners, Santa Fe Adolescent Services, Fort Worth Scottish Rite,  Arlington Lodge # 438, AFAM, Arlington Noon Optimist Club, Arlington Toastmasters

 

·         Coached Little League Baseball, Basketball, Inline Hockey, Youth Soccer

·         Active with local Charities, Schools, PTA.  Sponsored several Scholarships for Local Students

 

Professional Qualifications

·         Series 7 licensed Registered Representative

·         Series 24 & 53  Registered Principal

·         TEXAS Group 1 (Life, Health, Disability)

·         Annuity License (variable & Fixed)

·         Texas CPA C/E Provider

·         Member FINRA Board of Arbitrators - Active arbitration Panelist

 

Proven Accomplishments

·         ProEquities Leadership council – 1998, 1999, 2000, 2001 & 2012

·         MFS –Presidents council 1998

·         Alliance Elite Advisor 1999

·         American Skandia – Executive Committee 2000

·         American Skandia – “Number 1 Rank

Featured on NBC Nightly News, Sept 1999

 

Investment Products

·         Conservative Money Management

·         CDs, Annuities

·         Savings & Investment Plans

·         Mutual Funds

·         Stocks & Bonds

 

Investment Services

·         Retirement Planning Specialist 

·         Portfolio Evaluation 

·         Retirement Business Planning

·         Estate Planning

 

 

Advisory services offered through Investment advisors, Inc. A division of ProEquities, Securities Offered Through ProEquities, Inc. Member FINRA, SIPC

721 UTA Blvd, Arlington, TX  76013 (817) 275-8275

IVY LEAGUE Retirement Planning is independent of ProEquities