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Charles David Kreider

Transamerica Financial Advisors, Inc.

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About Charles David Kreider

Charles Kreider is a financial advisor with over 40 years of experience in the financial services industry. Charles has been registered with Transamerica Financial Advisors, Inc. since January 2012, and previously held registrations with World Group Securities, Inc., WMA Securities, Inc., Intersecurities, Inc., and First American National Securities, Inc. Charles holds FINRA Series 6, 26, 63, and 65 licenses and the SIE exam. Charles has a diverse background and specializes in retirement planning, insurance, and estate planning. Charles works with individuals and families, businesses, and charitable organizations. Charles is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Charles Kreider 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 Kreider’s Registration & Firm History

CA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (SAN DIEGO CA)

CA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SAN DIEGO CA)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

02/27/1992 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

GA

09/20/1982 - 01/10/1992

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/15/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Charles David Kreider. Review regulatory record here.
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