Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Sandifer is a financial advisor with Waverly Advisors, LLC. James has been in the financial services industry since 1982. James is a Certified Financial Planner. James has a Series 7, Series 24, and Series 51 license. James is registered with the state of Alabama. James has experience working with individuals, businesses, corporations, high net worth individuals, pension and profit sharing plans, and charitable organizations. James works with a wide range of financial needs including: financial planning, portfolio management, and selection of other advisors. The firm's office is located in Birmingham, AL. James is committed to providing personalized financial advice to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AL
01/03/2023 - Present
Waverly Advisors, LLC (MOBILE AL)
AL
03/08/1982 - 07/01/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (MOBILE AL)
BC
Issued 09/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/05/1987
Series 24 - General Securities Principal Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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