Unclaimed
Breanna N. Emmett is a financial advisor working with Transamerica Retirement Advisors, LLC. Breanna has been working in the financial services industry since February 27, 2016 and is currently registered with the state of Iowa. Breanna specializes in helping clients with insurance, annuities, mutual funds, and retirement planning.
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
06/15/2023 - Present
Transamerica Retirement Advisors, LLC (Cedar Rapids IA)
CO
10/23/2018 - 07/30/2019
RBC CAPITAL MARKETS, LLC (DENVER CO)
CO
11/16/2015 - 09/17/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 07/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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