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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
David Mucciaro (CRD# 5162136) is an Investment Advisor Representative working at Doxa Capital, LLC in Arlington, VA and has over 13 years of experience in the finance industry.
Peter Muckerman (CRD# 1263675) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Arlington, VA and has over 27 years of experience in the finance industry.
George Munoz (CRD# 4495248) is an Investment Advisor Representative working at Munoz Group in Arlington, VA and has over 22 years of experience in the finance industry. George Munoz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sharon Myers (CRD# 6587408) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arlington, VA and has over 8 years of experience in the finance industry.
William Nelson (CRD# 6518842) is an Investment Advisor Representative working at Pacesetter Planning LLC in Arlington, VA and has over 8 years of experience in the finance industry. William Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Nguyen (CRD# 3194672) is an Investment Advisor Representative working at Commonwealth Financial Network in Arlington, VA and has over 24 years of experience in the finance industry. John Nguyen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Nickerson (CRD# 6579512) is an Investment Advisor Representative working at E.j. Nickerson Company in Arlington, VA and has over 8 years of experience in the finance industry.
Scott O'gorman (CRD# 1218049) is an Investment Advisor Representative working at The Ithaka Group, LLC in Arlington, VA and has 1 year of experience in the finance industry.
Monica Ollivierre (CRD# 4036059) is an Investment Advisor Representative working at Homestead Advisers Corp. in Arlington, VA and has over 24 years of experience in the finance industry.
Benjamin Peress (CRD# 1802030) is an Investment Advisor Representative working at Cary Street Partners in Arlington, VA and has over 35 years of experience in the finance industry.