Oralia Valenzuela

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

• 01/2009 → 02/2025
  Wells Fargo Clearing Services, Llc
  Temecula, CA
• 04/2026 → Present
  Wells Fargo Clearing Services, Llc
  Riverside, CA
• 02/2025 → 04/2026
  Unemployed
  Hemet, CA

Previous Registrations

• 2024-11-05 → 2025-02-12
  Wells Fargo Clearing Services, Llc
  Temecula, CA

Other Businesses

RENTAL PROPERTY - 302; INV RELATED;SAN JACINTO,CA; INVESTMENT;50% OWNERSHIP; START DATE: 06/20/2009; 1 HRS PER MONTH; 0 HRS DURING TRADING; SPARK DRIVER; NOT INV RELATED;SAN BRUNO,CA; WALMART DELIVERY; DELIVERY DRIVER; START DATE: 9/19/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2024-11-05

Other Names

• Oralia Cortez