personimage

James Werner, CFP

Halliday Financial

Certified Financial Planner in Sarasota, FL

http://www.Hallidayfinancial.com

Address:
1819 Main St., Suite 300
Sarasota, FL 34236
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About James Werner

James Werner is a financial professional at Halliday Financial located in Sarasota, Florida. James Werner holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

James Werner provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

James Werner
1819 Main St., Suite 300
Sarasota, FL 34236

Client Reviews

0 Reviews for James Werner

Looking for a financial advisor located near Sarasota, Florida? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.