Advisor at Transamerica Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Transamerica Retirement Advisors, LLC
Location
Miami, FL
Credentials
Series 63, Series 65
Industry experience
12 years
Based on Transamerica Retirement Advisors, LLC
Miami, FL
Florida
Transamerica Investors Securities, LLC
2025 - Present (1 year)
Transamerica Life Insurance Company
2025 - Present (1 year)
Alight Financial Advisors LLC
2021 - 2025 (4 years)
Td bank
2021 - 2021 (1 year)
Cetera Investment Services Llc
2021 - 2021 (1 year)
Regions bank
2020 - 2021 (1 year)
Mutual of Omaha Investor Services
2020 - 2020 (1 year)
Valic Financial Advisors
2018 - 2020 (2 years)
UnEmployed
2018 - 2018 (1 year)
J.P. Morgan Securities
2012 - 2018 (6 years)
JP MORGAN CHASE BANK
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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