Larry Wajsman
Vice President, Wealth Management
- Role
- Financial Advisor at LPL Financial
- Location
- Roswell, GA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Jan 2002 — Present
I work with individuals and families, helping them build, grow and preserve their financial resources. I utilize a financial planning process which begins with our getting together to discuss your financial goals and objectives. I will analyze your situation and make thoughtful recommendations unique to your specific needs. Together we will monitor your progress, making adjustments when necessary, to keep you moving toward your goals throughout your lifetime and beyond. I have been an advisor for 30 years and earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation in 2009. I have also been named a Vice President, Wealth Management at CUNA Brokerage Services, Inc.I have lived in the Atlanta area since 2001 with my wife of 34 years. We have a terrific daughter who is an attorney and also lives in the Atlanta area.Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc, Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured · No Financial Institution Guarantee · May Lose Value. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.FR-37••••••••23
Education
Georgia State University
MBA, Finance
1981 — 1983
The Ohio State University Fisher College of Business
BSBA, Finance
1977 — 1981
Skills
- Asset Allocation
- Banking
- Mutual Funds
- Portfolio Management
- Loans
- Long Term Care Insurance
- Fixed Annuities
- Iras
- Wealth Management
- Financial Services
- Personal Finance
- Private Banking
- Mortgage Lending
- Investment Management
- 401k Rollovers
- Securities
- Estate Planning
- Equities
- Series 6
- Insurance
- Series 24
- Retirement
- Bonds
- Strategic Financial Planning
- Retirement Planning
- Series 7
- Finra
- Hedge Funds
- 401k
- Wealth Accumulation
- Financial Advisory
- Investment Advisory
- Uniform Combined State Law
- Investments
- Etfs
- Series 65
- Retirement Plan Consulting
- Long-Term Care
- Wealth
- Financial Planners
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