Lesley Weiner is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Totowa, NJ, with 43 years of industry experience. Lesley is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
999 Riverview Dr, Totowa, NJ, 07512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lesley is a notary public, a member of the Cotsakos College of Business Advisory Council, and an adjunct professor at William Paterson University. The adjunct professor role takes a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Mutual Service CorporationBroker
Mimlic Sales CorporationBroker
Investment Management & Research, INCBroker
New England Securities CorporationBroker
Pml Securities CompanyBroker
Moore & Schley/meeker Sharkey Group INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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