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Bhawan (Bevin) Deep, CFP®

Bhawan (Bevin) Deep, CFP®

Private Banker

Followers of Bhawan (Bevin) Deep, CFP®791 followers
location of Bhawan (Bevin) Deep, CFP®Tracy, California, United States

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  • Timeline

  • About me

    Financial Advisor, Managing Director - Investments at Wells Fargo Advisors

  • Education

    • California State University Stanislaus

      -
      Bachelor of Science (B.S.) Business Administration, Finance

  • Experience

    • Wells Fargo Bank N.A.

      Jul 2008 - Aug 2010
      Private Banker

    • Chase

      Sept 2010 - Oct 2012
      Financial Advisor, Vice President - Investments

    • Wells Fargo Advisors

      Oct 2012 - now
      Financial Advisor, Managing Director - Investments

  • Licenses & Certifications

    • Series 66

      Financial Industry Regulatory Authority (FINRA)
      Jun 2007

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      May 2007

    • Resident Insurance Producer

      California Department of Insurance
      Oct 2008

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Jul 2015
      View certificate certificate