First Vice President - Investments

Address: 5060 California Avenue, 11th Floor , Bakersfield , CA 93309-1682
Phone: 661-327-8560 | 800-866-8560     Fax: 661-327-8695

My Background

My Associate(s): Lisa Johnson, Client Associate

My Experience

  • 2010 - Present : First Vice President- Investments
  • 1999 - 2010 : Morgan Stanley, Financial Advisor

My Education & Credentials

  • M.B.A.- California State University, Bakersfield
  • Bachelor of Science- Biology, Chemistry- CSUB
Securities Registered in the following states: AZ, CA, CO, FL, MD, NV, OR, PA, SC, SD, TX, WA
Insurance licensed in the following states: CA (Lic. # 0C76510), FL, NV, OR, TX
PETER WOLLESEN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: California : Bakersfield Branch