Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ciamacco is a financial advisor with Wescott Financial Advisory Group LLC. James has over 3 years of experience in the financial services industry. James specializes in providing asset allocation, family office solution services, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. James is registered with the state of Pennsylvania and holds Series 63, 66, and 7TO licenses. James has a background in insurance, and is currently a Certified Financial Planner.
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.
Asset allocation, family office solution services
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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2
PA
06/08/2022 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
PA
11/18/2019 - 01/21/2021
MUTUAL SECURITIES, INC. (King Of Prussia PA)
PA
08/02/2019 - 09/27/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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