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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...
Connie Rong (CRD# 7045517) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 5 years of experience in the finance industry.
Stephen Sciannella (CRD# 7576499) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gaithersburg, MD and has 1 year of experience in the finance industry.
Morgan Tester (CRD# 7028331) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 4 years of experience in the finance industry. Morgan Tester 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.
Tambria Thacker (CRD# 6162399) is an Investment Advisor Representative working at Primerica Advisors in Gaithersburg, MD and has over 8 years of experience in the finance industry.
Mary Thomas-Spruill (CRD# 7289692) is an Investment Advisor Representative working at Serene Financial Solutions in Gaithersburg, MD and has over 3 years of experience in the finance industry.
Sean Thompson (CRD# 7162937) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gaithersburg, MD and has over 2 years of experience in the finance industry.
Wei Wang (CRD# 7041625) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 4 years of experience in the finance industry.
Bokah Worjoloh (CRD# 4737612) is an Investment Advisor Representative working at Primerica Advisors in Gaithersburg, MD and has over 7 years of experience in the finance industry.
Xiaohuan Xu (CRD# 5831292) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 3 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.