Roxanna Valentina Rodriguez calabrese
Investment adviser representative at Wells Fargo Advisors
18 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- Wells Fargo Bank, NAAug 2022 to now
- Independent DriverJan 2022 to Aug 2022
- SephoraJan 2022 to Mar 2022
- HebJan 2021 to Jul 2022
- AmazonApr 2020 to May 2020
- Holiday Inn Express & SuitesDec 2019 to Mar 2021
- Doordash IncOct 2019 to Dec 2019
- FossilOct 2019 to Oct 2019
- AereopostalJun 2019 to Oct 2019
- Chick Fil-aJan 2019 to Feb 2019
- Miami Coral Park Senior High SchoolSep 2008 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8195281
- Firm CRD
- 19616