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Eric Kwasi Amegashie

Transamerica Financial Advisors, Inc.

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About Eric Kwasi Amegashie

Eric Kwasi Amegashie is a financial advisor at Transamerica Financial Advisors, Inc. in GREENBELT, MD. Eric has been in the industry since 2017 and holds the Series 6 and SIE licenses. Eric is registered with the state of Maryland. Transamerica Financial Advisors, Inc. is a registered investment advisor with the SEC and has been in business since 1983. The firm has a presence in 49 states and manages over $1 Billion in assets.

Firm Information

Eric Amegashie 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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Eric Amegashie’s Registration & Firm History

MD

10/13/2017 - Present

Transamerica Financial Advisors, Inc. (GREENBELT MD)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Eric Kwasi Amegashie. Review regulatory record here.
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