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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...
Scott Grebenstein (CRD# 1507126) is an Investment Advisor Representative working at Foresight Financial Services, LLC in Laurel, MD and has over 37 years of experience in the finance industry.
Glen Jackson (CRD# 2559867) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Laurel, MD and has over 26 years of experience in the finance industry.
Jeffrey Klauenberg (CRD# 1110287) is an Investment Advisor Representative working at Corecap Advisors in Laurel, MD and has over 37 years of experience in the finance industry. Jeffrey Klauenberg 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.
Nikita Lodha (CRD# 2948753) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 26 years of experience in the finance industry.
Heather Ramlal (CRD# 6600519) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Laurel, MD and has over 7 years of experience in the finance industry.
Linly Ramlal (CRD# 2959728) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Laurel, MD and has over 26 years of experience in the finance industry.
Ian Seebachan (CRD# 4791271) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 19 years of experience in the finance industry.
Charles Smith (CRD# 6657342) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 7 years of experience in the finance industry.
Matthew Tew (CRD# 6615034) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laurel, MD and has over 7 years of experience in the finance industry.
Chima Uzobuihe (CRD# 6720012) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Laurel, MD and has over 7 years of experience in the finance industry.