Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesley? Claim Your ProfileLesley Huberman Sommers is a financial advisor with over 40 years of experience in the industry. Lesley has worked at a number of firms, including Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc. and Gary Goldberg & Co., Inc.. Lesley is currently registered with Cetera Investment Advisers LLC and provides a range of services, including financial planning, pension consulting, and portfolio management. Lesley holds the Series 7, Series 24 and Series 63 securities licenses.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (TARRYTOWN NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (TARRYTOWN NY)
NY
02/25/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
04/29/1982 - 02/26/1997
GARY GOLDBERG & CO., INC. (SUFFERN NY)
BC
Issued 05/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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