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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...
Lee Meddin (CRD# 2385091) is an Investment Advisor Representative working at Sagacious Capital LLC in Chevy Chase, MD and has over 30 years of experience in the finance industry.
James Mersereau (CRD# 1951730) is an Investment Advisor Representative working at Carderock Capital Management, Inc. in Chevy Chase, MD and has over 27 years of experience in the finance industry.
Matthew Miller (CRD# 5293511) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 17 years of experience in the finance industry.
Stefan Nicholas (CRD# 6177685) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chevy Chase, MD and has over 10 years of experience in the finance industry.
Carolyn Nunez (CRD# 5766659) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Chevy Chase, MD and has over 14 years of experience in the finance industry. Carolyn Nunez 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.
M Pablo (CRD# 4844548) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Chevy Chase, MD and has over 19 years of experience in the finance industry. M Pablo 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.
James Paragamian (CRD# 1019628) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 42 years of experience in the finance industry.
Mrunal Patel (CRD# 5259443) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 16 years of experience in the finance industry.
Shimshon Plotkin (CRD# 2431863) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has over 30 years of experience in the finance industry.
Lubna Qureshi (CRD# 6499425) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 6 years of experience in the finance industry.