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Charles Chukwuemeka Adiukwu

Transamerica Financial Advisors, Inc.

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About Charles Chukwuemeka Adiukwu

Charles Adiukwu is a financial advisor at Transamerica Financial Advisors, Inc. Charles has been in the financial services industry since 2001 and has experience with both broker-dealer and investment advisor firms. Charles is registered with the state of California and Texas. Charles's practice focuses on providing financial planning and investment management services to individuals, families, and businesses. Charles is committed to helping clients achieve their financial goals.

Firm Information

Charles Adiukwu 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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Charles Adiukwu’s Registration & Firm History

TX

09/14/2016 - Present

Transamerica Financial Advisors, Inc. (HOUSTON TX)

TX

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (HOUSTON TX)

GA

12/13/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

MN

10/03/2001 - 12/03/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/03/2001 - 12/03/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/23/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/06/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Chukwuemeka Adiukwu.
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