Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesa? Claim Your ProfileLesa Haas is a financial advisor with Cetera Investment Advisers LLC. Lesa has been in the financial services industry since September 17, 1995. Lesa is registered with the state of Maryland and Pennsylvania and offers financial planning services to individuals and businesses. Lesa is also a Certified Financial Planner.
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.
1
2
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (HAGERSTOWN MD)
MD
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (HAGERSTOWN MD)
NY
12/11/1995 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MD
09/18/1995 - 12/11/1995
THE HOUSE OF SECURITIES COMPANY (FREDERICK MD)
IA
Issued 03/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lesa Haas is the right advisor for you? Invested Better is here to help.
