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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...
Amanda Ahmed (CRD# 6325639) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 9 years of experience in the finance industry.
Arif Ahmed (CRD# 3099755) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has over 25 years of experience in the finance industry.
Eric Ahn (CRD# 6202664) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Towson, MD and has over 10 years of experience in the finance industry.
Karen Ahn (CRD# 6650614) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fairfax, VA and has over 8 years of experience in the finance industry.
Marcus Aiello (CRD# 4207617) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 15 years of experience in the finance industry.
Probir Aikat (CRD# 2968834) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 26 years of experience in the finance industry.
Christopher Aime (CRD# 2595682) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Reston, VA and has over 29 years of experience in the finance industry. Christopher Aime 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.
Christopher Airey (CRD# 3083616) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 25 years of experience in the finance industry. Christopher Airey 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.
Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.
Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!
- Helping You Protect Your Wealth
- Comprehensive Financial Planning Services
- Executive Benefit Coordination
- Business Succession Planning
- Tax Reduction Strategies
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC)...
Eden Akana (CRD# 6865581) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 5 years of experience in the finance industry.