Laurence WajsmanCRD Number: 2002744
Current Firm: Cuna Brokerage Services, Inc.
Laurence Wajsman (CRD# 2002744) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Lawrenceville, GA and has over 15 years of experience in the finance industry. Laurence Wajsman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terra Firma Financial LLC
Rollins Financial Inc.
Riverstone Advisors, LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2002 - Current||15|
|Cuna Mutual Group||Waverly, IA||Jun 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2014|
|S65||NASAA Investment Advisors Law Examination||Jul 2002|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV