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Dwi Julyati

Transamerica Financial Advisors, Inc.

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About Dwi Julyati

Dwi Julyati is a financial advisor in Bellevue, WA, with over 20 years of experience in the financial services industry. Dwi Julyati has held positions at Transamerica Financial Advisors, Inc. and World Group Securities, Inc. and WMA Securities, Inc. Dwi Julyati holds Series 6, Series 26, Series 63 and SIE licenses, and is registered to provide investment advice in California, Nevada and Washington. Dwi Julyati specializes in providing financial advice to high-net-worth individuals and families, as well as small businesses and non-profit organizations.

Firm Information

Dwi Julyati 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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Dwi Julyati’s Registration & Firm History

WA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (BELLEVUE WA)

WA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (BELLEVUE WA)

GA

05/26/2000 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dwi Julyati.
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