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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...
Robert Eubank (CRD# 5811462) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 11 years of experience in the finance industry.
Rod Faghani (CRD# 1770207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 27 years of experience in the finance industry.
Bassam Fahel (CRD# 2897832) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
Thomas Fautrel (CRD# 4757353) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 20 years of experience in the finance industry.
Samuel Feldman (CRD# 6797145) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 6 years of experience in the finance industry.
Nicholas Feracci (CRD# 5785002) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 13 years of experience in the finance industry.
Varda Fink (CRD# 2465481) is an Investment Advisor Representative working at Eagle Strategies LLC in Bethesda, MD and has over 30 years of experience in the finance industry.
Lawrence Fisher (CRD# 3130289) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 18 years of experience in the finance industry.
Elaine Flanigan (CRD# 2257924) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 27 years of experience in the finance industry.
Kara Fransted (CRD# 5539343) is an Investment Advisor Representative working at Lpl Financial LLC in Bethesda, MD and has over 5 years of experience in the finance industry.