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Arthur I Reich

Transamerica Financial Advisors, Inc.

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About Arthur I Reich

Arthur Reich is an investment advisor representative with over 25 years of experience in the financial services industry. He is currently registered with Transamerica Financial Advisors, Inc., a firm with over $1 billion in assets under management. Arthur has a broad range of experience, including working with individuals, corporations, and retirement plans. Arthur is also licensed to sell insurance products.

Firm Information

Arthur Reich 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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Arthur Reich’s Registration & Firm History

IL

07/05/2024 - Present

Transamerica Financial Advisors, Inc. (OAKBROOK TERRACE IL)

IL

05/16/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (OAK BROOK IL)

NY

01/02/1998 - 04/17/2002

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

11/21/1997 - 01/02/1998

AIG EQUITY SALES CORP. (NEW YORK NY)

MA

05/02/1997 - 11/21/1997

LONG GROVE TRADING CO. (BOSTON MA)

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Licenses & Designations

IA

Issued 04/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Arthur I Reich.
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