Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesley? Claim Your ProfileLesley Ellen Weiner is a financial advisor with Cetera Investment Advisers LLC. Lesley has been in the financial services industry since 1983 and has experience working with a wide range of clients, including individuals, businesses, and retirement plans. Lesley holds the Series 7, 8, 24, and 63 licenses and is a Certified Financial Planner and Chartered Financial Consultant. Lesley is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Lesley is located in Totowa, NJ and is registered to provide advisory services in several states.
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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2
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (TOTOWA NJ)
NJ
02/06/1998 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (TOTOWA NJ)
MA
01/05/1994 - 02/02/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
05/22/1991 - 01/01/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
FL
10/03/1988 - 05/31/1991
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
10/09/1986 - 10/17/1988
NEW ENGLAND SECURITIES CORPORATION
NA
11/28/1983 - 10/22/1986
PML SECURITIES COMPANY
NA
07/11/1983 - 10/17/1986
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
BC
Issued 09/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 11/23/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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