James Tate, CFP
Green Fairways Wealth Management
Certified Financial Planner in Venice, FL
https://www.greenfairwayswm.com/
Address:2351 E Venice Ave
Venice, FL 34292
About James Tate
James Tate is a financial professional at Green Fairways Wealth Management located in Venice, Florida. James Tate 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 Tate 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 Tate2351 E Venice Ave
Venice, FL 34292
Phone Number:
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Website:
https://www.greenfairwayswm.com/
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