Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Scally is a financial advisor with Heritage Financial Services. James has been in the financial industry since 1997 and has been registered with the state of Massachusetts since 2010. James holds Series 7, 63, and 65 licenses and is a Certified Financial Planner. James is based in Westwood, MA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MA
01/24/2023 - Present
Heritage Financial Services (WESTWOOD MA)
MA
10/09/1997 - 03/18/2010
COMMONWEALTH FINANCIAL NETWORK (NORWOOD MA)
IA
Issued 09/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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