Megan Marie Rodriguez

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 11/2016
  Wells Fargo Advisors Llc
  Seal Beach, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Seal Beach, CA

Previous Registrations

• 2009-06-01 → 2010-01-11
  Morgan Stanley
  Long Beach, CA
• 2009-05-12 → 2009-06-01
  Citigroup Global Markets Inc.
  Long Beach, CA

Other Businesses

NOTARY PUBLIC, NOT INVESTMENT RELATED, ORANGE COUNTY, CA. START 5/20/2011, NOTARIZE DOCUMENTS. MARINE VIEW MIDDLE SCHOOL PTSO; NOT INV RELATED;HUNTINGTON BEACH,CA; TREASURER; START DATE: 07/27/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2009-05-05

Other Names

• Megan Marie Fisher
• Megan Marie Rodriguez