James Giuliani, CFP
SoFi
Certified Financial Planner in Dallas, TX
Address:4339 Bonham St
Dallas, TX 75229
About James Giuliani
James Giuliani is a financial professional at SoFi located in Dallas, Texas. James Giuliani 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 Giuliani 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 Giuliani4339 Bonham St
Dallas, TX 75229
Phone Number:
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Website:
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