James Werner

James Werner Email and Phone Number

Vice President, Certified Financial Planner TM at Halliday Financial @ Halliday Financial
glen head, new york, united states
James Werner's Location
Oyster Bay, New York, United States, United States
James Werner's Contact Details
About James Werner

Halliday Financial, LLC Social Media Disclaimer:Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Halliday Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. Securities-related transactions are managed by Halliday Financial’s subsidiary, Halliday Financial, LLC., Member FINRA and SIPC. The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Your connection to this LinkedIn profile does not necessarily indicate that your Financial Professional is able to transact business in your state. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.

James Werner's Current Company Details
Halliday Financial

Halliday Financial

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Vice President, Certified Financial Planner TM at Halliday Financial
glen head, new york, united states
Employees:
38
James Werner Work Experience Details
  • Halliday Financial
    Certified Financial Planner Tm
    Halliday Financial 2009 - Present
    Jim Werner is an experienced Financial Planner with Halliday Financial in Long Island, NY. Jim has been a pillar with Halliday since 2009.Jim offers a personal approach to helping his clients and their families make smart decisions with their finances. As a Certified Financial Planner, he upholds a fiduciary standard of care and has exceeded the industry’s highest standards with regard to experience, ethics, and education. Jim holds an MBA from Hofstra University and a BS in Civil Engineering from Lafayette College. His professional certifications include FINRA Series 7 and 65, SEC registration, and various insurance licenses.Since joining Halliday in 2009, Jim has supported the firm’s relationship with the City University of New York as an advisor to CUNY’s base pension and supplemental retirement accounts. He is often called on by CUNY to be speaker at pre-retirement conferences, offering timely topics such as social security planning, tax efficient retirement income strategies, principles of diversification, maximizing employer retirement benefits, and income/expense planning. Jim also takes great pride in ensuring members of IBT Local 804 achieve financial independence through tailored support and educational seminars on financial topics. His passion for education extends to his role as director and instructor in Molloy College's graduate business program, where he taught courses in personal financial planning.Beyond his professional achievements, Jim is deeply involved in his community. He serves as President of the Youth and Family Counseling Agency, a non-profit agency providing mental health services to families in the community. He is also a board member of Sagamore Junior Sailing, which offers sailing opportunities to community youth. In addition, Jim coaches the Blue Collar Bulldogs, a youth baseball team with 100+ wins!

James Werner Skills

Investments Finance Financial Analysis Insurance Investment Strategies Wealth Management Portfolio Management Asset Management Strategic Planning Leadership Retirement Planning Financial Planning Microsoft Office Financial Modeling Business Development Mutual Funds Sales Securities Asset Managment Equities Strategic Financial Planning Risk Management Series 7 Fixed Annuities Customer Service Retirement Estate Planning Alternative Investments Business Strategy Powerpoint Program Management Asset Allocation Series 63

James Werner Education Details

Frequently Asked Questions about James Werner

What company does James Werner work for?

James Werner works for Halliday Financial

What is James Werner's role at the current company?

James Werner's current role is Vice President, Certified Financial Planner TM at Halliday Financial.

What is James Werner's email address?

James Werner's email address is ji****@****hoo.com

What is James Werner's direct phone number?

James Werner's direct phone number is +151662*****

What schools did James Werner attend?

James Werner attended Hofstra University, Lafayette College, Baldwin Hs, Molloy College.

What skills is James Werner known for?

James Werner has skills like Investments, Finance, Financial Analysis, Insurance, Investment Strategies, Wealth Management, Portfolio Management, Asset Management, Strategic Planning, Leadership, Retirement Planning, Financial Planning.

Who are James Werner's colleagues?

James Werner's colleagues are Michael Stanton, Nicholas Fracasso, Patrick Halliday, Briana Webley, Siobhan Tine, Michael F. Fleming, Esq., Jane Mcgeown.

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