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Dennis Raymond Rooney

Transamerica Retirement Advisors, LLC

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About Dennis Raymond Rooney

Dennis Raymond Rooney is a financial advisor currently registered with Transamerica Retirement Advisors, LLC. Dennis is a registered representative of Transamerica Investors Securities Corporation and has been in the securities industry since 2014. Dennis is licensed to provide financial advice in 52 states. Dennis's expertise is in investment advice and retirement planning. Dennis has experience working with individuals, pension plans, and corporations.

Firm Information

Dennis Rooney is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Rooney’s Registration & Firm History

NC

09/16/2019 - Present

Transamerica Retirement Advisors, LLC (Charlotte NC)

FL

07/10/2014 - 12/31/2016

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 08/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dennis Raymond Rooney.
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