Unclaimed
James A. Scola is a financial advisor with over 17 years of experience in the financial services industry. James is currently registered with J.p. Morgan Institutional Investments Inc. in Columbus, Ohio. James has held previous roles with State Street Global Advisors Funds Distributors, LLC, Evergreen Investment Services, Inc. and Boston Capital Securities, Inc. James has a Series 63, Series 7 and SIE licenses. He is registered in 13 states: Alaska, Arizona, California, Idaho, Montana, Nevada, North Carolina, North Dakota, Oregon, South Dakota, Texas, Washington and Wyoming.
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.
1
2
OH
05/10/2022 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
CA
09/17/2007 - 04/18/2022
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (SAN FRANCISCO CA)
MA
09/12/2006 - 08/24/2007
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
MA
05/12/2005 - 08/14/2006
BOSTON CAPITAL SECURITIES, INC. (BOSTON MA)
BC
Issued 06/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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