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Edward Douglas Borst

Transamerica Financial Advisors, Inc.

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About Edward Douglas Borst

Edward Douglas Borst is a financial advisor with over 30 years of experience in the industry. Edward is currently registered with Transamerica Financial Advisors, Inc. in Florida and Ohio. Edward has held previous registrations with several firms, including World Group Securities, Inc., WMA Securities, Inc., and PFS Investments Inc. Edward is also a registered representative and investment advisor representative. Edward holds a Series 6, Series 63, Series 26, and Series 65 license. Edward specializes in retirement planning, investment management, and insurance. Edward is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Edward Borst 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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Edward Borst’s Registration & Firm History

FL

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (WINTER PARK FL)

OH

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (CINCINNATI OH)

GA

06/10/1998 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

GA

04/13/1983 - 06/17/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/06/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Douglas Borst.
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