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Wescom Financial Services | Samuel Soler-Conklin

1-888-4WESCOM (1-888-493-7266) ext. 5104

Samuel Soler-Conklin

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Samuel Soler-Conklin

Contact Information

Samuel Soler-Conklin

Financial Advisor

1-888-493-7266 x6823
(951) 488-6323

Representing Riverside, Corona, Redlands

Wescom Financial Services
P.O. Box 7058
Pasadena, CA 91109

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Samuel's Team

Vanessa Cortez

Vanessa Cortez

Registered Investment Associate

x6397

email Vanessa

They're here to help you!

Business Philosophy

Commitment and trust are the building blocks of my wealth-management approach for maintaining long, reliable relationships with clients. True financial success is achieved when a client’s portfolio enables them to reach their goals. I strive to accomplish this by identifying and prioritizing my clients’ goals then developing strategies customized to their personal circumstances, feelings, and attitudes.

About Samuel

Education

  • Azusa Pacific University — Master’s Degree, Business Management, Strategic Management
  • California State University of San Bernardino — Bachelor of Arts, Business Administration, Management

Previous Experience

  • Merrill Lynch, Bank of America

Personal Interests

  • Camping, hiking, kayaking, snowboarding, and cooking

Registered through our broker-dealer, Wescom Financial Services

  • Series   7 — General Securities Representative
  • Series 66 — Uniform Combined State Law
  • California Insurance Agent License #0K58702

Securities State Registration

  • CA