Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taja? Claim Your ProfileTaja Werner is a financial professional with over 7 years of experience in the financial industry. Taja is currently registered with Purshe Kaplan Sterling Investments in Colorado Springs, CO. Taja has held previous positions with LPL FINANCIAL LLC, ALLIANCE-ONE INVESTMENTS, LLC, and T. ROWE PRICE INVESTMENT SERVICES, INC. Taja holds FINRA Series 6, 7, and 63 licenses.
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.
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.
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2
CO
08/16/2024 - Present
Purshe Kaplan Sterling Investments (Colorado Springs CO)
CO
01/12/2024 - 08/16/2024
LPL FINANCIAL LLC (COLORADO SPRINGS CO)
OK
12/20/2023 - 01/03/2024
ALLIANCE-ONE INVESTMENTS, LLC (TULSA OK)
CO
03/14/2016 - 02/28/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BC
Issued 03/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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