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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Scalfaro is an Investment Advisor Representative at Fisher Investments. James has been in the securities industry since June 2013 and has experience with several firms, including Cantor Fitzgerald & Co., Cowen and Company, CRT Capital Group LLC, and CLSA Americas, LLC. James has a Series 66, Series 63, Series 57TO, SIE, and Series 7 licenses. James's current employment with Fisher Investments is located in Plano, Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/19/2024 - Present
Fisher Investments (PLANO TX)
NJ
09/17/2021 - 08/28/2023
FIDELITY BROKERAGE SERVICES LLC (MILLBURN NJ)
NY
07/30/2019 - 11/15/2019
CANTOR FITZGERALD & CO. (NEW YORK NY)
CT
05/09/2016 - 04/22/2019
COWEN AND COMPANY (Stamford CT)
CT
10/07/2015 - 05/11/2016
CRT CAPITAL GROUP LLC (STAMFORD CT)
NY
06/10/2013 - 02/06/2015
CLSA AMERICAS, LLC (NEW YORK NY)
NY
06/10/2013 - 06/10/2013
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
BOTH
Issued 11/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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