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Elisabeth Ann Henderson

Transamerica Retirement Advisors, LLC

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About Elisabeth Ann Henderson

Elisabeth Henderson is a financial advisor registered with Transamerica Retirement Advisors, LLC and has been in the industry since September 22, 2014. Elisabeth is a registered investment advisor representative in Florida. She has worked with both Transamerica Investors Securities Corporation and Transamerica Retirement Solutions in the past. Elisabeth holds a Series 6, Series 26, Series 63, and Series 65 license. Elisabeth is also a licensed agent in 52 states and is an active member of the industry. In addition to her work as a financial advisor, Elisabeth also collects recipes, writes, and edits her own cookbooks, which she submits for publication.

Firm Information

Elisabeth Henderson 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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Elisabeth Henderson’s Registration & Firm History

FL

02/26/2018 - Present

Transamerica Retirement Advisors, LLC (Trinity FL)

FL

09/19/2013 - 12/31/2016

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 02/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elisabeth Ann Henderson.
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