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Donna Snider

Transamerica Retirement Advisors, LLC

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About Donna Snider

Donna Snider is a financial advisor with over 16 years of experience in the financial services industry. Donna is currently registered with Transamerica Retirement Advisors, LLC in Georgia. Donna has experience working with a variety of clients, including individuals and pension and profit-sharing plans.

Firm Information

Donna Snider 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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Donna Snider’s Registration & Firm History

GA

04/13/2022 - Present

Transamerica Retirement Advisors, LLC (Roswell GA)

GA

08/14/2020 - 12/31/2021

CETERA ADVISOR NETWORKS LLC (ALPHARETTA GA)

IN

10/02/2015 - 05/27/2020

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IL

01/30/2015 - 10/01/2015

BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)

MO

08/01/2012 - 01/30/2015

BMO HARRIS FINANCIAL ADVISORS, INC. (KANSAS CITY MO)

WI

12/14/2006 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)

NY

06/20/2006 - 11/08/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

GA

02/03/2006 - 11/08/2006

GPC SECURITIES, INC. (ATLANTA GA)

NA

05/25/1988 - 08/10/1988

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

BOTH

Issued 10/02/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Snider.
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