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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...
Daniel Cote (CRD# 1722030) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 27 years of experience in the finance industry.
Heather Crake (CRD# 2712415) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 28 years of experience in the finance industry.
Christie Crawford (CRD# 6112969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 11 years of experience in the finance industry.
Stacee Crittenden (CRD# 4036065) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 24 years of experience in the finance industry.
Patrick Dauer (CRD# 4862901) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 19 years of experience in the finance industry.
Craig Dell (CRD# 5191383) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 17 years of experience in the finance industry.
Matthew Demartino (CRD# 5651785) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 15 years of experience in the finance industry.
David Dlugacz (CRD# 5785949) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 12 years of experience in the finance industry.
Erik Doane (CRD# 5931512) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 12 years of experience in the finance industry.
Diego Dominguez (CRD# 6736595) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 7 years of experience in the finance industry.