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Angelo O Ojeda

Transamerica Financial Advisors, Inc.

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About Angelo O Ojeda

Angelo Ojeda is a financial advisor with Transamerica Financial Advisors, Inc. Angelo has been in the financial industry for over 24 years. Angelo is licensed to provide financial advice in Florida. Prior to joining Transamerica Financial Advisors, Inc. Angelo was employed by Transamerica Capital, Inc. in Denver, Colorado and Salomon Smith Barney Inc. in New York, New York.

Firm Information

Angelo Ojeda 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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Angelo Ojeda’s Registration & Firm History

FL

02/22/2021 - Present

Transamerica Financial Advisors, Inc. (ST PETERSBURG FL)

CO

07/14/2016 - 02/23/2021

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CO

05/19/2014 - 01/21/2015

TRANSAMERICA CAPITAL, INC. (DENVER CO)

FL

04/19/2006 - 07/25/2014

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

NY

06/26/2001 - 03/18/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

04/04/2000 - 08/15/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

11/23/1999 - 04/13/2000

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

04/21/1998 - 01/27/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

01/01/1997 - 12/17/1997

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

09/27/1996 - 01/01/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

03/30/1995 - 12/08/1995

OCC DISTRIBUTORS (NEW YORK NY)

TN

03/30/1994 - 01/15/1995

ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)

AZ

04/05/1991 - 04/20/1993

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NY

07/11/1988 - 09/07/1990

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angelo O Ojeda.
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