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Alfonso Sanchez

Transamerica Financial Advisors, Inc.

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About Alfonso Sanchez

Alfonso Sanchez is a financial advisor at Transamerica Financial Advisors, Inc., a firm with over 1,100 registered representatives. Alfonso has been in the financial industry since 2005, and has a strong background in investment company products and variable contracts. Alfonso has been registered with the state of California since 2012, and currently also holds registrations in Nevada and Pennsylvania. Alfonso specializes in helping individuals and businesses achieve their financial goals.

Firm Information

Alfonso Sanchez is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Alfonso Sanchez’s Registration & Firm History

CA

02/12/2024 - Present

Transamerica Financial Advisors, Inc. (BREA CA)

CA

01/06/2012 - 12/31/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (BREA CA)

CA

05/13/2005 - 01/06/2012

WORLD GROUP SECURITIES, INC. (CHINO HILLS CA)

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Licenses & Designations

BC

Issued 05/26/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alfonso Sanchez. Review regulatory record here.
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