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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...
Sean McQueen (CRD# 5775378) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfax, VA and has over 13 years of experience in the finance industry.
Steven Mercer (CRD# 4227997) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 14 years of experience in the finance industry.
Sharon Meyer (CRD# 2374238) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 30 years of experience in the finance industry.
Brian Moffett (CRD# 3163385) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 23 years of experience in the finance industry.
Stephen Mohyla (CRD# 2534424) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fairfax, VA and has over 29 years of experience in the finance industry. Stephen Mohyla 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.
Benjamin Moore (CRD# 3258763) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 24 years of experience in the finance industry.
John-paul Moraca (CRD# 6265630) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fairfax, VA and has over 9 years of experience in the finance industry.
Scott Morrello (CRD# 6409061) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 9 years of experience in the finance industry. Scott Morrello 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.
Robert Mulhaul (CRD# 713639) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 43 years of experience in the finance industry.
Carolyn Mullany (CRD# 2841221) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 19 years of experience in the finance industry.