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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
Shane Bryan (CRD# 6100814) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bakersfield, CA and has over 11 years of experience in the finance industry. Shane Bryan 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.
John Bush (CRD# 4078691) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bakersfield, CA and has over 24 years of experience in the finance industry.
Heidi Canet (CRD# 6541841) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA and has over 8 years of experience in the finance industry.
Debra Charpentier (CRD# 1914033) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Bakersfield, CA and has over 22 years of experience in the finance industry.
Ronald Church (CRD# 1431285) is an Investment Advisor Representative working at Barnes Wealth Management Group in Bakersfield, CA and has over 28 years of experience in the finance industry.
Ira S. Cohen (CRD# 49927) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bakersfield, CA and has over 16 years of experience in the finance industry.
Jason Cohen (CRD# 4542534) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bakersfield, CA and has over 21 years of experience in the finance industry.
Terram Cornelius (CRD# 4030384) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bakersfield, CA and has over 24 years of experience in the finance industry.
James Curran (CRD# 6569802) is an Investment Advisor Representative working at X Advisors, LLC in Bakersfield, CA and has over 8 years of experience in the finance industry.
William Davidson (CRD# 5880195) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bakersfield, CA and has over 9 years of experience in the finance industry.