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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 Kuzma (CRD# 6405966) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bowie, MD and has over 7 years of experience in the finance industry.
Brian Maclean (CRD# 2185473) is an Investment Advisor Representative working at Commonwealth Financial Network in Bowie, MD and has over 25 years of experience in the finance industry. Brian Maclean 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.
Victor Maldonado (CRD# 4310439) is an Investment Advisor Representative working at Commonwealth Financial Network in Bowie, MD and has over 21 years of experience in the finance industry. Victor Maldonado 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.
Dennis Oparaugo (CRD# 3126111) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bowie, MD and has over 25 years of experience in the finance industry. Dennis Oparaugo 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.
Kendall Pace (CRD# 7076857) is an Investment Advisor Representative working at Edward Jones in Bowie, MD and has over 4 years of experience in the finance industry.
Robert Ready (CRD# 4140598) is an Investment Advisor Representative working at Commonwealth Financial Network in Bowie, MD and has over 23 years of experience in the finance industry.
Damon Ridley (CRD# 2927514) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Bowie, MD and has over 25 years of experience in the finance industry.
Melanie Terry (CRD# 3198682) is an Investment Advisor Representative working at Eagle Strategies LLC in Bowie, MD and has over 23 years of experience in the finance industry.
Marcello Trigg (CRD# 6188315) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bowie, MD and has over 10 years of experience in the finance industry.
Ira Turpin (CRD# 729961) is an Investment Advisor Representative working at Lpl Financial LLC in Bowie, MD and has over 26 years of experience in the finance industry.