Rudy Cameron Soliz

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

• 01/2015 → Present
  Wells Fargo Bank, Na
  Corpus Christi, TX
• 03/2019 → Present
  Wells Fargo Bank, Na
  Corpus Christi, TX
• 06/2017 → 09/2017
  The Great Escape
  Corpus Christi, TX

Other Businesses

FAVOR DELIVERY, NOT INV RELATED, AUSTIN, TX, FAVOR RUNNER, START 1/29/2020, 85 HOURS PER MONTH, ZERO DURING TRADING, DELIVERY COURIER. AMAZON, NOT INV RELATED, CORPUS CHRISTI, TX, WAREHOUSE ASSOCIATE, START DATE: 8/8/23, 60 HRS PER MONTH, 0 HRS DURING TRADING, DUTIES: SORTING/ SCANNING PACKAGES; BLESSED BEY: INV RELATED; CORPUS CHRISTI, TX; 100% OWNERSHIP; START 08/25/2023; 20 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: BUSINESS OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-03
• S63 Uniform Securities Agent State Law Examination
  2019-08-12

Other Names

• Rudy Cameron Soliz