Dani Michelle O'DOnnell

Current Employers

Employment History

• 02/2008 → Present
  Barnes Wealth Management Group
  Bakersfield, CA
• 11/2015 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2011 → Present
  Premier Designs Jewelry
  Bakersfield, CA

Previous Registrations

• 2007-12-05 → 2015-10-29
  Lpl Financial Llc
  Bakersfield, CA
  Bakersfield, CA

Other Businesses

1. Barnes Wealth Management Group, Inc.-Investment Related, Address 5060 California Ave., Ste 600, Bakersfield, CA 93309, RIA, Position: Financial Planner, Start Date: 02/2008, 120 hours devoted a month, 120 hours devoted during securities trading hours, Duties: Financial Planning, Rendering Investment Advice for a fee, retirement plan consulting or other related financial consulting. 2. Premier Designs Jewelry Non- Investment Related, Address: 12003 Copernicus Ave., Bakersfield, CA 93312, Jewelry Sales, Independent Sales Rep, Start Date: 10/2011, 20 hours devoted a month, Duties: Selling high quality fashion jewelry through catalog sales and/ or home shoes. 3. Barnes Wealth Management Group, Inc.- Investment Related, Address: 5060 California Ave., Ste. 600, Bakersfield, CA 93309, Position: Financial Planner, Start Date; 10/2001, 120 hours devoted a month, 120 hours devoted during securities trading hours. 4. John Hancock LTC Investment Related, Address: 5060 California Ave., Ste. 600 Bakersfield, CA 93309, Long Term Care, Position: Sales Rep, Start Date: 8/2010, 1 hour devoted a month, 1 hour devoted during securities trading hours, Duties: Long term care sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-03
• S63 Uniform Securities Agent State Law Examination
  2000-10-10

Other Names

• Dani O'DOnnell
• Dani Michelle Upton
• Dani Michelle Perez