Salvador Cervantes Esquivel

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

• 06/2021 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scotts Valley, CA
• 12/2011 → 05/2020
  World Financial Group
  San Jose, CA
• 05/2020 → 06/2021
  Premier Security Solutions
  San Francisco, CA
• 07/2021 → 01/2025
  Bank Of America, N.A.
  Scotts Valley, CA
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  San Jose, CA

Previous Registrations

• 2021-09-01 → 2024-07-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scotts Valley, CA
  New York, NY
  Salinas, CA
  Carmel, CA
  Carmel, CA
  Carmel, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-08-31

Other Names

• Salvador Cervantes
• Salvador Esquivel Cervantes
• Salvador E Cervantes