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Andrew T Pudenz

Transamerica Financial Advisors, Inc.

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About Andrew T Pudenz

Andrew T. Pudenz is a financial advisor at Transamerica Financial Advisors, Inc. Andrew has been in the financial industry since 2011. Andrew is licensed in Iowa and has passed the Series 7, 6, 66 and 24 exams. Andrew has previously worked at Morgan Stanley, Voya Financial Advisors, Inc., Brokers International Financial Services, LLC. and Ameriprise Financial Services, Inc. Andrew is a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Andrew Pudenz 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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Andrew Pudenz’s Registration & Firm History

IA

06/30/2023 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

IA

11/09/2021 - 06/26/2023

MORGAN STANLEY (West Des Moines IA)

CT

06/25/2018 - 11/10/2021

VOYA FINANCIAL ADVISORS, INC. (Windsor CT)

IA

03/06/2017 - 06/18/2018

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (URBANDALE IA)

IA

04/20/2012 - 03/06/2017

AMERIPRISE FINANCIAL SERVICES, INC. (WEST DES MOINES IA)

IA

11/08/2011 - 04/12/2012

DIRECTED SERVICES LLC (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 01/03/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew T Pudenz.
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