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Elliot Jameson Gindis

Transamerica Financial Advisors, Inc.

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About Elliot Jameson Gindis

Elliot Jameson Gindis is a financial advisor registered with Transamerica Financial Advisors, Inc. in California. Elliot is a Series 63 and Series 65 licensed investment advisor representative. Elliot has been in the industry since 2021 and has experience with both insurance and non-insurance products. Elliot is also a flight test engineer for Northrop Grumman. Elliot specializes in providing portfolio management for individuals and selection of other advisers.

Firm Information

Elliot Gindis 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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Elliot Gindis’s Registration & Firm History

CA

08/07/2024 - Present

Transamerica Financial Advisors, Inc. (Woodland Hills CA)

CA

01/16/2023 - 12/31/2023

PFS INVESTMENTS INC. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 09/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elliot Jameson Gindis.
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