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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...
Norman Hostetler (CRD# 1321470) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Clarksville, MD and has over 39 years of experience in the finance industry. Norman Hostetler 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.
Leon Malnik (CRD# 2311383) is an Investment Advisor Representative working at Malnik Wealth Management, LLC in Clarksville, MD and has over 31 years of experience in the finance industry.
Robert Sandler (CRD# 6841550) is an Investment Advisor Representative working at Robert A. Sandler, LLC in Clarksville, MD and has over 6 years of experience in the finance industry.
Daniel Smith (CRD# 4653194) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Clarksville, MD and has over 13 years of experience in the finance industry.
Gabriel Ali (CRD# 7668133) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clarksville, MD and has 1 year of experience in the finance industry.
Daniel Hostetler (CRD# 7482789) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Clarksville, MD and has over 2 years of experience in the finance industry.
Renee Lennon (CRD# 2358390) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Clarksville, MD and has over 2 years of experience in the finance industry.
Joshua Malnik (CRD# 6645401) is an Investment Advisor Representative working at Malnik Wealth Management, LLC in Clarksville, MD and has over 5 years of experience in the finance industry.
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein 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.