Unclaimed
Brandon Van nevel is a financial advisor with Transamerica Retirement Advisors, LLC, a firm located in Cedar Rapids, Iowa. Brandon has been in the financial industry since 2022. They offer a variety of services, including portfolio management, financial planning, pension consulting, and educational seminars. Brandon is registered to provide investment advice in Iowa and North Carolina.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
12/18/2024 - Present
Transamerica Retirement Advisors, LLC (Marion IA)
BOTH
Issued 03/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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