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Delane Robert Schieferstein

Transamerica Financial Advisors, Inc.

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About Delane Robert Schieferstein

Delane Robert Schieferstein is a financial advisor with Transamerica Financial Advisors, Inc.. Delane has been in the financial services industry since 1987 and is registered in Georgia, Iowa, and Texas. Delane is a registered representative and investment advisor representative. Delane has been with Transamerica Financial Advisors, Inc. since 2015. Delane also worked for WFGIA. Delane has previous experience with THE PLANNER'S SECURITIES GROUP, INC.. Delane also has other business activities including: Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc., Challenge air for Kids and Friends, Leadership Richardson Alumni Association, RICHARDSON EAST ROTARY CLUB, BioLife Plasma Services. Delane has passed several industry exams including the Series 63, Series 65, Series 7TO, SIE, Series 6, Series 7, and Series 24. Delane has also been involved in several organizations such as: Methodist Richardson Medical Center Foundation, Leadership Richardson Alumni Association, RICHARDSON EAST ROTARY CLUB, Methodist Richardson Medical Center Patient Family Advisory Coun, Challenge air for Kids and Friends, and BioLife Plasma Services.

Firm Information

Delane Schieferstein 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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Delane Schieferstein’s Registration & Firm History

IA

02/23/2021 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

NA

04/29/1987 - 10/17/1989

THE PLANNER'S SECURITIES GROUP, INC.

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Licenses & Designations

IA

Issued 02/23/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2021

Series 24 - General Securities Principal Examination

BC

Issued 12/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Delane Robert Schieferstein.
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