Michele Rodriguez

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 11/2008 → 08/2023
  Ubs Financial Services Inc
  Pasadena, CA
• 08/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Burbank, CA

Previous Registrations

• 2008-11-18 → 2023-09-12
  Ubs Financial Services Inc.
  Pasadena, CA
• 2007-04-02 → 2008-11-19
  Morgan Stanley & Co. Llc
  Burbank, CA
• 1998-11-02 → 2007-04-02
  Morgan Stanley Dw Inc.
  Burbank, CA
  Burbank, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-02-11
• S63 Uniform Securities Agent State Law Examination
  1996-12-04

Other Names

• Michele Christine Mosquera
• Michele Christine Rodriquez
• Michele Christine Rodriguez
• Michele Corral