Serina Shyu, CFP^®

MBA, AIF^®

LPL Associate Advisor

Delta Community Retirement & Investment Services

1025 Virginia Ave
Atlanta, GA 30354-1319

(404) 677-4890 CONNECT WITH Serina

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Delta Community Retirement & Investment Services

General

Serina Shyu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Delta Community Retirement & Investment Services in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

Serina joined Delta Community Retirement & Investment Serices in 2020. She brought with her diverse experiences within the financial services industry. Previously, she worked at an independent financial planning firm working with high net worth clients. In another life, she provided customer service at a national discount brokerage firm and performed conflict analysis at an Atlanta-area law firm. Serina received her Bachelor’s in Business Administration from Mercer University in Macon and an MBA in Personal Financial Planning from Georgia State University. She currently holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Outside the office, Serina enjoys spending time with family and friends, trying out new and old restaurants, traveling, and yoga. She also volunteers on the Board of Directors for the Financial Planning Association of Georgia (FPA of GA).

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances