Lesley Ellen Weiner

Current Employers

Employment History

• 09/1988 → 08/2025
  Heritage Financial Advisor
  Montville, NJ
• 10/1988 → Present
  Minnesota Mutual Life
  Totowa, NJ
• 02/1998 → Present
  Ascend Financial Services, Inc.
  Montville, NJ
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Totowa, NJ
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2023 → 06/2025
  William Paterson University
  Wayne, NJ
• 08/1988 → Present
  Margfinancial
  Montville, NJ

Previous Registrations

• 2002-07-16 → 2023-08-10
  Securian Financial Services, Inc.
  Totowa, NJ
  Totowa, NJ
  St. Paul, MN

Other Businesses

1. NOTARY PUBLIC POSITION: Independent Contractor NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: , Totowa NJ , United States DESCRIPTION: Independent Contractor 2. COTSAKOS COLLEGE OF BUSINESS ADVISORY COUNCIL POSITION: Member NATURE: Council Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2021 ADDRESS: 1600 Valley Road, Wayne NJ 07470, United States DESCRIPTION: I will be a member of a council of business people who advise the school of business on programs, fund raising activities, mentorship programs, etc. It is all volunteer. 3. NAME OF OTHER BUSINESS: MARGFINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/1988, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE & SERVICE OF FIXED INSURANCE & FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: ESS; INVESTMENT RELATED: NO; ADDRESS: 9202 S. NORTHSHORE DR, SUITE 200, KNOXVILLE, TN 37922; NATURE OF BUSINESS: EDUCATION; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: SUBSTITUTE TEACHER; APX NUMBER OF HOURS PER WEEK: 24; APX NUMBER OF HOURS DURING TRADING HOURS: 18; BRIEF DESCRIPTION OF DUTIES: SUBSTITUTE TEACHING ASSIGNMENTS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-09

Designations