Bryan Bales Email & Phone Number
Financial Consultant @ Fidelity Investments
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Bryan Bales Location
- Salt Lake City, UT, US
Bryan Bales Work
- 2020 - now Financial Consultant @
- 2016 - 2020 Portfolio Specialist @
- 2014 - 2016 Wealth Management Advisor @
- 2008 - 2014 Retirement Counselor @
- 2005 - 2009 Sr. Retirement Counselor @
Bryan Bales Education
- Collage of Financial Planning
CFP (CFP)
2002 - 2003 - University of Utah
BS (Management)
1995 - 1997
Bryan Bales Skills
- Retirement
- Insurance
- Series 63
- Retirement Planning
- Mutual Funds
- Customer Retention
- Series 6
- 401k
- Asset Allocation
- Series 7
- Investments
- Qualified Retirement Plans
- Retirement Plan Consulting
- 401k Rollovers
- Certified Financial Planner
- Sales
Bryan Bales Summary
- Bryan Bales, based in Salt Lake City, UT, US, is currently a Financial Consultant at Fidelity Investments. Bryan Bales brings experience from previous roles at Fidelity Investments, TIAA and Transamerica. Bryan Bales holds a 2002 - 2003 CFP in CFP @ Collage of Financial Planning. With a robust skill set that includes Retirement, Insurance, Series 63, Retirement Planning, Mutual Funds and more. Bryan Bales has 3 emails and 2 mobile phone numbers on RocketReach.
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