James Wallisch

Certified Financial Plannertm - Lpl Branch Manager @Fc Financial Services

Pittsburgh, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

Certified Financial Plannertm - Lpl Branch Manager @Fc Financial Services

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Pittsburgh, PA, US

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

EDUCATION

1980 — 1982

UCLA Anderson School of Management

MBA, Finance and Accounting

1975 — 1979

Princeton University

B.S.E., Engineering

SKILLS

FinanceSeries 7InvestmentsFinancial Advisory401kSecuritiesEstate PlanningRetirementStrategic Financial PlanningWealth ManagementAlternative InvestmentsAsset AllocationMutual FundsInvestment ManagementFinancial PlanningSeries 63MarketingInvestment AdvisorySmall BusinessRetirement PlanningPortfolio Management

ABOUT JAMES WALLISCH

I have been advising investment clients for over 30 years. Currently, my office works…

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James Wallisch — Certified Financial Plannertm - Lpl Branch Manager at Fc Financial Services in Pittsburgh, PA, US | Unifers