Investment Advisor 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 love developing people, and teaching financial concepts. I’m results-oriented and in my past engineering career, took great satisfaction in ensuring hardware optimization. Now, my passion is serving families, helping them achieve financial peace of mind through the many financial concepts I teach. I love having “Personal Freedom,” and helping families have the two things they want the most; Time, and Money to enjoy it! I especially take pride in enlightening people with financial options they never knew existed, that should have been taught in schools.
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