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Ahmber Nicole Bailes

Transamerica Retirement Advisors, LLC

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About Ahmber Nicole Bailes

Ahmber Bailes is a registered representative with Transamerica Retirement Advisors, LLC, licensed to operate in the state of Texas. Ahmber is also an Investment Advisor Representative, licensed in the state of Texas. Ahmber has been in the financial industry since 2022 and currently works out of the Katy branch office of Transamerica Retirement Advisors, LLC. Ahmber is also an Investment Advisor Representative for Transamerica Retirement Advisors, LLC.

Firm Information

Ahmber Bailes is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ahmber Bailes’s Registration & Firm History

TX

12/21/2023 - Present

Transamerica Retirement Advisors, LLC (Katy TX)

GA

08/31/2022 - 08/22/2023

MORGAN STANLEY (Atlanta GA)

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Licenses & Designations

BOTH

Issued 10/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ahmber Nicole Bailes.
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