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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Wayne Lack is a financial advisor with Cetera Investment Advisers LLC in Pittsford, NY. Jerry has been a registered representative in the securities industry since 2002. Jerry's areas of expertise include financial planning, portfolio management, and pension consulting. Cetera Investment Advisers LLC is a financial advisory firm that provides a variety of services to individuals, businesses, and institutions. The firm has a strong track record of providing high-quality financial advice and investment management services.
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.
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.
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NY
04/11/2023 - Present
Cetera Investment Advisers LLC (PITTSFORD NY)
NY
03/20/2009 - 05/03/2011
HSBC SECURITIES (USA) INC. (WEBSTER NY)
NY
01/30/2008 - 02/23/2009
MML INVESTORS SERVICES, INC. (ROCHESTER NY)
NY
04/14/2005 - 01/08/2008
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
MD
02/13/2004 - 04/05/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MA
05/20/2002 - 02/12/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/20/2002 - 02/12/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 5/3/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/9/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 4/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/5/2018
Series 7 - General Securities Representative Examination
BC
Issued 5/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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