Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Arnold Lewis is a licensed securities professional with Robert W. Baird & Co. Inc., a leading financial services firm. Jay is based out of the Milwaukee office. Jay's expertise includes investment advisory and research analysis, providing comprehensive financial guidance and support to clients. Jay holds licenses such as Series 63, Series 87, Series 86, and Series 7TO and has been actively involved in the financial industry since July 24, 2024.
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
WI
07/25/2024 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BC
Issued 08/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/17/2024
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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