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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 Russell Scott is a financial advisor with Simplicity Wealth, a firm that provides investment advice and financial planning to a wide range of clients, including individuals, high-net-worth individuals, and institutions. James Russell Scott has over 13 years of experience in the financial services industry. James Russell Scott is registered with the state of Florida as an Investment Advisor Representative. James Russell Scott has a Series 6, 7, 63, and 65 licenses. James Russell Scott also holds the Certified Financial Planner designation. James Russell Scott offers a variety of services, including financial planning, portfolio management, and educational seminars. James Russell Scott has worked for several firms, including ING Financial Partners, Inc., Wachovia Securities, LLC and Concierge Financial, Inc. James Russell Scott currently has a branch office location in Palm Beach, FL. James Russell Scott is also a licensed insurance agent and offers fixed annuity and life insurance products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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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NJ
01/03/2025 - Present
Simplicity Wealth (SUMMIT NJ)
FL
01/19/2011 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (PALM BEACH GARDENS FL)
TX
04/19/2005 - 04/20/2009
WACHOVIA SECURITIES, LLC (HOUSTON TX)
IA
Issued 05/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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