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Employee Details

J Lack 2014

Jerry W. Lack, CLTC®, ChFC®, CLU®
Vice President, Financial Advisor
(585) 394-4260 x41828
[email protected]

J Lack 2014
Jerry W. Lack, CLTC®, ChFC®, CLU®
Vice President, Financial Advisor
(585) 394-4260 x41828
[email protected]

About

Jerry Lack joined Canandaigua National Bank & Trust in 2011 and has over 15 years of experience in the financial services industry. Prior to joining CNB, Jerry spent several years in advisory and relationship management roles with leading financial institutions. Jerry is an active member of the community and is a USAF Veteran, Presidential Service Badge Recipient.

Education

Community College of the Air Force
Maryville University - St. Louis, MO

Professional

Chartered Financial Consultant® (ChFC®)
CLTC®
FINRA Series 7 & 66 registration
New York State Life, Accident & Health Insurance licensed
New York State Insurance Broker for Property, Casualty & Personal Lines licensed
Chartered Life Underwriter® (CLU®)

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Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.
Investments and Insurance products are: *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency.

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**For a comprehensive review of your personal situation, always consult with a legal or tax advisor. Neither Cetera Investment Services, Cetera Investment Advisers nor any of its representatives may give legal or tax advice.

72 South Main Street, Canandaigua, NY 14424  |  (585) 394-4260