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Elvira Buenviaje Aldana

Transamerica Financial Advisors, Inc.

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About Elvira Buenviaje Aldana

Elvira Aldana has been in the financial services industry since June 5, 1985. Elvira is currently registered with Transamerica Financial Advisors, Inc. Elvira also has previous registrations with Regulus Advisors, LLC, Gradient Securities, LLC, Sammons Securities Company, LLC, Hornor, Townsend & Kent, Inc., Pruco Securities Corporation and SNC Capital Management Corp. Elvira has a Series 6, Series 63, Series 65 and SIE license. Elvira is a licensed insurance agent as well. Elvira offers investment advisory services to individuals and selects other advisers.

Firm Information

Elvira Aldana 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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Elvira Aldana’s Registration & Firm History

IL

02/26/2016 - Present

Transamerica Financial Advisors, Inc. (OAKBROOK TERRACE IL)

MI

08/15/2014 - 07/02/2015

REGULUS ADVISORS, LLC (KENTWOOD MI)

IL

11/02/2010 - 04/07/2014

GRADIENT SECURITIES, LLC (GRAYSLAKE IL)

IL

05/24/2006 - 11/01/2010

SAMMONS SECURITIES COMPANY, LLC (GRAYSLAKE IL)

IL

10/30/1998 - 06/12/2006

HORNOR, TOWNSEND & KENT, INC. (OAKBROOK IL)

NJ

08/16/1984 - 09/03/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NA

05/28/1986 - 12/08/1986

SNC CAPITAL MANAGEMENT CORP.

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Licenses & Designations

IA

Issued 09/28/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elvira Buenviaje Aldana.
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