Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesley? Claim Your ProfileLesley Weiner is a financial advisor with Cetera Investment Advisers LLC in Totowa, NJ. Lesley has been working in the financial services industry since 1983. Lesley is a Certified Financial Planner™ and a Chartered Financial Consultant™. Lesley specializes in providing financial advice to individuals, families, and businesses. Lesley provides financial planning services, pension consulting, and educational seminars.
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 9/9/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/1/1995
Series 24 - General Securities Principal Examination
BC
Issued 11/23/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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