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Dave Iannone

Transamerica Financial Advisors, Inc.

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About Dave Iannone

Dave Iannone is a financial advisor at Transamerica Financial Advisors, Inc. Dave has been working in the financial industry since 1989, and has experience with insurance, real estate, and financial advising. Dave is registered with the Securities and Exchange Commission and is licensed to sell securities in Florida. Dave offers a variety of financial services to individuals, including portfolio management, financial planning, and investment advice.

Firm Information

Dave Iannone 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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Dave Iannone’s Registration & Firm History

FL

01/18/2018 - Present

Transamerica Financial Advisors, Inc. (FORT MYERS FL)

FL

01/28/2013 - 11/11/2013

SAGEPOINT FINANCIAL, INC. (FORT MYERS FL)

FL

04/06/1992 - 01/30/2013

NATIONWIDE SECURITIES, LLC (FT MYERS FL)

TN

08/28/1991 - 04/04/1992

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

NA

06/12/1987 - 08/28/1989

DARNALL, KEMNA & CO., INC.

NA

04/27/1987 - 06/29/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 12/16/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

BC

Issued 04/24/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dave Iannone.
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