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Angel Vidal

Transamerica Financial Advisors, Inc.

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About Angel Vidal

Angel Vidal is a financial advisor at Transamerica Financial Advisors, Inc. Angel has been in the industry since November 2019 and is registered to provide investment advice in New Jersey, New York, and Texas. Angel has a Series 63, Series 65 and a Series 6TO license. Angel specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and Section 529 and UGMA/UTMA's.

Firm Information

Angel Vidal 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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Angel Vidal’s Registration & Firm History

NY

09/21/2021 - Present

Transamerica Financial Advisors, Inc. (Port Jefferson Station NY)

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Licenses & Designations

IA

Issued 12/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angel Vidal.
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