Lakshmi Nagarajan, MBA, CFP®
Director of Operations - Clifton Park, NY
Lakshmi Nagarajan, MBA, CFP® is a Senior Advisor for Holistic Wealth Advisors, LLC, a Registered Representative of LPL Financial and an Investment Adviser Representative of Stratos Wealth Partners.
In 2001, Lakshmi joined Cetera Financial Specialists LLC (formerly Genworth Financial Securities Corporation). As Operations Manager and Principal, Lakshmi's responsibilities included overseeing the team that reviewed investment suitability of client accounts as well as directly working with clients to serve their needs.
Lakshmi has extensive experience with client service and financial account management and truly enjoys helping people navigate through the sometimes complicated aspects of financial planning.
Lakshmi is registered as a Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent), Series 4 (Registered Options Principal) and a Series 53 (Municipal Securities Principal) through LPL Financial and holds the Series 65 (Uniform Investment Adviser) registration through Stratos Wealth Partners. Lakshmi is currently registered to do securities business in NY, CT, MA, and IL. Lakshmi went to the University of Connecticut and earned a Bachelor's Degree and a Master's of Business Administration specializing in Finance. Lakshmi lives in Glenville, NY with her husband and two sons. Lakshmi is involved with several community organizations and serves as assistant treasurer for a non-profit organization. Lakshmi enjoys reading, tennis and cooking in her spare time.