Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aloysius? Claim Your ProfileAloysius Lambert Willett is a financial advisor with over 40 years of experience in the industry. Aloysius is currently registered with Robert W. Baird & Co. Inc. and has previously held positions with J.J.B. HILLIARD, W.L. LYONS, LLC, BLACKBURN-SANFORD INCORPORATED, and FIRST INVESTORS CORPORATION. Aloysius is licensed in 34 states, and specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Aloysius also offers financial planning, pension consulting, educational seminars, and publication of periodicals. Aloysius holds the Series 6, 7, and 63 licenses as well as the SIE designation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Louisville KY)
KY
10/26/1984 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
NA
02/02/1983 - 10/18/1984
BLACKBURN-SANFORD INCORPORATED
NA
06/08/1982 - 02/28/1983
FIRST INVESTORS CORPORATION
BC
Issued 06/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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