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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...
Thomas Magyar (CRD# 1776325) is an Investment Advisor Representative working at Edelman Financial Engines in Silver Spring, MD and has over 36 years of experience in the finance industry.
Justin Marcus (CRD# 5558923) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in Silver Spring, MD and has over 6 years of experience in the finance industry.
Joseph Martin (CRD# 1297860) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Silver Spring, MD and has over 39 years of experience in the finance industry.
Raynold Mensah (CRD# 4262464) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Silver Spring, MD and has over 3 years of experience in the finance industry.
Tawana Mensah (CRD# 5776411) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Silver Spring, MD and has over 5 years of experience in the finance industry.
Ethan Miller (CRD# 6744381) is an Investment Advisor Representative working at Planning For Progress in Silver Spring, MD and has over 7 years of experience in the finance industry. Ethan Miller 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.
Michael Moriarty (CRD# 2355008) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Silver Spring, MD and has over 30 years of experience in the finance industry. Michael Moriarty 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.
Michelle Muhammed (CRD# 4290958) is an Investment Advisor Representative working at Edelman Financial Engines in Silver Spring, MD and has over 23 years of experience in the finance industry. Michelle Muhammed 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.
Stanley Omosa (CRD# 6169925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Silver Spring, MD and has over 8 years of experience in the finance industry.
Miguel Padilla (CRD# 4743123) is an Investment Advisor Representative working at Bnb Wealth Mangagement, LLC in Silver Spring, MD and has over 15 years of experience in the finance industry.