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Chantay W Moore

Transamerica Financial Advisors, Inc.

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About Chantay W Moore

Chantay Moore is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. and is licensed to offer advisory services in Illinois and Indiana. Chantay Moore has been in the financial services industry for over 15 years and is committed to helping clients achieve their financial goals. Chantay Moore specializes in providing financial advice to individuals, families, and small businesses. Chantay Moore offers a range of services, including financial planning, portfolio management, and retirement planning. Chantay Moore also has experience working with clients who are seeking investment advice on how to manage their assets in order to reach their financial objectives.

Firm Information

Chantay Moore 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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Chantay Moore’s Registration & Firm History

IL

08/18/2020 - Present

Transamerica Financial Advisors, Inc. (OAKBROOK TERRACE IL)

IL

01/04/2013 - 01/20/2016

AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

04/11/2011 - 01/03/2013

TD AMERITRADE, INC. (CHICAGO IL)

OR

09/10/2007 - 04/28/2008

AMERIPRISE FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)

IL

12/13/2005 - 03/05/2007

AMERIPRISE FINANCIAL SERVICES, INC. (TINLEY PARK IL)

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Licenses & Designations

IA

Issued 03/17/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chantay W Moore.
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