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Brett Martin Weston

Transamerica Retirement Advisors, LLC

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About Brett Martin Weston

Brett Weston is a Registered Representative with Transamerica Retirement Advisors, LLC. Brett has been in the industry for over ten years, and is licensed to provide investment advisory services in Florida. Brett has been affiliated with Transamerica Retirement Advisors, LLC since July of 2018. Brett was previously registered with Pruco Securities, LLC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brett is a Series 7, Series 26 and Series 66 licensed advisor.

Firm Information

Brett Weston is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Weston’s Registration & Firm History

FL

07/26/2018 - Present

Transamerica Retirement Advisors, LLC (Palm Coast FL)

FL

10/15/2015 - 07/18/2018

PRUCO SECURITIES, LLC. (JACKSONVILLE FL)

FL

09/03/2013 - 10/20/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

05/24/2012 - 03/25/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 08/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Martin Weston.
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