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 professional with over 40 years of experience in the financial services industry. Lesley is a Certified Financial Planner™ professional and holds the Series 7, 24 and 63 licenses. Lesley currently works with Cetera Investment Advisers LLC and has been with Cetera Advisor Networks LLC since September 2013. Prior to that, Lesley worked with Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc.. Lesley also owns and operates her own business DBA Sommers Financial Group, Inc., which she started in 1997.
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 5/6/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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