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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Rodriguez is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Michele has been working in the securities industry since November 14, 1996. Michele has been registered with Wells Fargo Advisors Financial Network, LLC since August 2023. Previously, Michele worked at UBS Financial Services Inc. from November 2008 to September 2023 and Morgan Stanley & Co. Incorporated from April 2007 to November 2008. Michele has been registered with the state of California as an investment advisor representative since August 31, 2023 and with the state of Texas as an investment advisor representative since August 31, 2023.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/31/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BURBANK CA)
CA
11/18/2008 - 09/12/2023
UBS FINANCIAL SERVICES INC. (PASADENA CA)
CA
04/02/2007 - 11/19/2008
MORGAN STANLEY & CO. INCORPORATED (BURBANK CA)
CA
11/15/1996 - 04/02/2007
MORGAN STANLEY DW INC. (BURBANK CA)
BOTH
Issued 02/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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