5 SOUTHSIDE DRIVE
Clifton Park, NY
Lakshmi Nagarajan is Vice President of Operations for Holistic Wealth Advisors, LLC, a Registered Representative of Cetera Financial Specialists LLC and an Investment Adviser Representative of Cetera Investment Advisers LLC.
In 2001, Lakshmi joined Cetera Financial Specialists LLC (formerly Genworth Financial Securities Corporation) a FINRA registered broker/dealer with over 2,000 independent FINRA Registered Representatives. 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.
With her years at Genworth, Lakshmi received several awards including GE’s Platinum Award, Everest Award, Customer Service Award, and the Team Genworth Award. These awards were for customer service excellence and operations process improvements.
Lakshmi is registered as a Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent), Series 65 (Uniform Investment Adviser), Series 4 (Registered Options Principal), Series 53 (Municipal Securities Principal) and a Series 27 (Financial and Operations Principal). Lakshmi is currently registered to do securities business in NY, CT, MA, IL and VT. 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.