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Gabriela Kaplanova

Transamerica Financial Advisors, Inc.

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About Gabriela Kaplanova

Gabriela Kaplanova is a financial advisor with Transamerica Financial Advisors, Inc. in Cherry Hill, New Jersey. Gabriela has been in the financial services industry since 2004 and is registered with the state of New Jersey. Gabriela holds the Series 66, Series 7 and SIE licenses. Gabriela has experience working with individual and high-net-worth clients, as well as retirement plans. Prior to joining Transamerica, Gabriela worked for ALLSTATE FINANCIAL SERVICES, LLC and UBS PAINEWEBBER INC.

Firm Information

Gabriela Kaplanova 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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Gabriela Kaplanova’s Registration & Firm History

NJ

05/12/2022 - Present

Transamerica Financial Advisors, Inc. (Cherry Hill NJ)

NJ

08/20/2003 - 05/07/2020

ALLSTATE FINANCIAL SERVICES, LLC (MARMORA NJ)

NJ

08/10/2001 - 07/18/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 08/24/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gabriela Kaplanova.
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