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James Schwartz Email Address


Job Title

Chief Executive Officer Managing Director, Wealth Wave, Registered Representative


Vested in your success - 100 percent.\r\n\r\nWith decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success.\r\nWe currently handle more than $23 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. \r\n\r\nVISION\r\n\r\nThinking forward. Thinking smart.\r\n\r\nAt Transamerica Financial Advisors, Inc. we focus on creating, growing and managing wealth through a range of financial products and services. Our company's vision is \"to enhance the present and future economic well-being of our clients and representatives.\" \r\n\r\nCORPORATE OVERVIEW\r\n\r\nResourceful. Reputable. Rewarding.\r\n\r\nFor decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. \r\n\r\n\r\nCOMPANY FACTS:\r\n\r\n*Member firm of FINRA and the Securities Investors Protection Corporation \r\n*SEC Registered Investment Advisor \r\n*Clears through Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation


I coach and train others on how to move from dreaming about a better life to actually living one. This is done by understanding How Money Works! Take the How Money Works quiz today. https://www.howmoneyworks.com/jamesschwartz Reach out to me if you're hungry to make a lasting change in your life. I am looking for a select few to mentor and coach in life. Someone did that for me and it changed everything. Its my duty to pay it forward. Visit my website today! https://wealthwave.com/jamesschwartz/

Last University
Went to Salem State University
Is based in Plano, United States.

Other people working at TFA:

Dawn NixonMarketing Director
Joshua NadalFinancial Professional Training and Developing Leaders Who Build Successful Businesses
Jack FeldmanBranch Office Supervisor
Timothy MullaneyInvestment Advisor Representative, Branch Office Supervisor
John HarrillInvestment Advisor Representative
Nasser AfzaliPresident
Rod MorganInvestment Advisor Representative
Francis FrancoRegistered Representative
Oliver ZimanRegistered Representative
Fred WilliamsFleet and Internet Manager
Lance Packerl*****@tfaconnect.com
Raymond MitchellBranch Manager
Victor GaborFinancial Advisor
Deanna RossiInvestment Advisor Representative and Branch Office Manager
Jeremy SpencerAssistant Project Leader
Fradel BarberVisionary Entrepreneur
Brian Loiseaub*****@tfaconnect.com
Steve Lees*****@tfaconnect.com
John Knightj*****@tfaconnect.com
Manuel Collazom*****@tfaconnect.com
Albert C Smitha*****@tfaconnect.com
Jonathan Tranj*****@tfaconnect.com
Rebeca Villafanar*****@tfaconnect.com
Stanley Sotos*****@tfaconnect.com
Gary Willisg*****@tfaconnect.com

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