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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
Daniel Petrey (CRD# 4677644) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA and has over 20 years of experience in the finance industry.
John Piper (CRD# 2804390) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bakersfield, CA and has over 27 years of experience in the finance industry. John Piper 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.
Joseph Ramirez (CRD# 4859197) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bakersfield, CA and has over 19 years of experience in the finance industry.
Jeremy Scheidle (CRD# 4942027) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bakersfield, CA and has over 19 years of experience in the finance industry.
Brian Self (CRD# 5456170) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bakersfield, CA and has over 16 years of experience in the finance industry.
Freddy Soza (CRD# 6470945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bakersfield, CA and has over 8 years of experience in the finance industry.
Andrew Stanley (CRD# 6149087) is an Investment Advisor Representative working at Bofa Securities, Inc. in Bakersfield, CA and has over 11 years of experience in the finance industry.
Hendra Tanuwijaya (CRD# 2056380) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bakersfield, CA and has over 31 years of experience in the finance industry.
Jeffrey Taylor (CRD# 1033833) is an Investment Advisor Representative working at On Investment Management Co in Bakersfield, CA and has over 10 years of experience in the finance industry.
Jay Thompson (CRD# 5585377) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bakersfield, CA and has over 15 years of experience in the finance industry.