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George T Specht

Transamerica Financial Advisors, Inc.

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About George T Specht

George Specht is a registered representative with Transamerica Financial Advisors, Inc. George has been in the industry since April 24, 2000. George is licensed in Iowa and Nebraska. George has also previously been employed by TD Ameritrade, Inc., BANCWEST INVESTMENT SERVICES, INC., AMERITRADE, INC., and AMERITRADE.

Firm Information

George Specht 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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George Specht’s Registration & Firm History

NE

06/07/2021 - Present

Transamerica Financial Advisors, Inc. (Omaha NE)

NE

11/17/2016 - 09/26/2019

TD AMERITRADE, INC. (OMAHA NE)

NE

08/21/2006 - 11/22/2016

BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)

NE

04/22/2006 - 08/21/2006

TD AMERITRADE, INC. (OMAHA NE)

NE

01/02/2002 - 04/22/2006

AMERITRADE, INC. (OMAHA NE)

NE

08/25/1998 - 12/31/2001

AMERITRADE (BELLEVUE NE)

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Licenses & Designations

BOTH

Issued 06/09/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/08/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George T Specht.
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