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James Herman

David Lerner Associates, Inc.

Financial Planner in White Plains, NY

Address:
599 W Hartsdale Rd, Ste 100
White Plains, NY 10607
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About James Herman

James Herman is a financial professional at David Lerner Associates, Inc. located in White Plains, New York. James Herman holds an industry securities registration subject to FINRA oversight having passed securities examinations including PC, S1, S55 and S63. 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 Herman provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

James Herman
599 W Hartsdale Rd, Ste 100
White Plains, NY 10607

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Website:

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