James Verdi, CFP
Synergy Wealth Strategies
Certified Financial Planner in Smithtown, NY
http://www.synergywealthstrategies.com
Address:227 E Main St
Smithtown, NY 11787
About James Verdi
James Verdi is a financial professional at Synergy Wealth Strategies located in Smithtown, New York. James Verdi 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 Verdi 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 Verdi227 E Main St
Smithtown, NY 11787
Phone Number:
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Website:
http://www.synergywealthstrategies.com
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