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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Lingner-aiello is a financial advisor with Gladstone Wealth Partners. Lois has been in the industry since 2003 and has experience working with both individuals and businesses. Lois is a licensed investment advisor and holds the Series 7, Series 63, and Series 65 licenses. Lois specializes in providing financial planning, investment management, and retirement planning services. Lois is dedicated to helping clients achieve their financial goals.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
1
2
FL
09/24/2020 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NY
10/22/2014 - 03/18/2019
MORGAN STANLEY (PURCHASE NY)
NY
01/10/2008 - 09/23/2014
OPPENHEIMER & CO. INC. (WHITE PLAINS NY)
NY
10/30/2006 - 12/19/2007
CITIGROUP GLOBAL MARKETS INC. (SCARSDALE NY)
NY
11/26/2002 - 10/20/2006
SWISS AMERICAN SECURITIES INC. (NEW YORK NY)
IA
Issued 11/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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