Unclaimed
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.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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