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Claire Van niekerken Fernandez

Transamerica Financial Advisors, Inc.

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About Claire Van niekerken Fernandez

Claire Van niekerken Fernandez is a financial advisor at Transamerica Financial Advisors, Inc. Claire has been in the financial industry since 1989. Prior to joining Transamerica, Claire was employed at Signator Investors, Inc., MetLife Securities Inc., Allstate Financial Services, LLC and several other firms.

Firm Information

Claire Fernandez 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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Claire Fernandez’s Registration & Firm History

CA

02/26/2013 - Present

Transamerica Financial Advisors, Inc. (GOLD RIVER CA)

CA

04/08/2011 - 09/04/2012

SIGNATOR INVESTORS, INC. (WALNUT CREEK CA)

CA

12/13/2007 - 04/19/2011

METLIFE SECURITIES INC. (SACRAMENTO CA)

CA

12/08/2005 - 12/21/2007

ALLSTATE FINANCIAL SERVICES, LLC (EL DORADO HILLS CA)

TX

02/06/2003 - 09/24/2004

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

NY

02/05/2003 - 02/06/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CA

04/06/1994 - 02/05/2003

CAL FED INVESTMENTS (SACRAMENTO CA)

NY

12/18/1992 - 03/30/1994

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

08/21/1985 - 01/08/1991

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 08/30/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Claire Van niekerken Fernandez. Review regulatory record here.
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