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Gregory Dean Sorensen

Transamerica Financial Advisors, Inc.

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About Gregory Dean Sorensen

Gregory Sorensen is an investment advisor representative with Transamerica Financial Advisors, Inc. based in San Jose, CA. He has been in the industry since 1992 and holds multiple registrations, including Series 6, 63, 26, and 65. He has worked with clients in California, Colorado, Georgia, New Mexico, and Texas. Gregory Sorensen has experience with a variety of financial products and services, including variable annuities, mutual funds, and retirement planning. He is committed to providing his clients with the highest level of service and personalized attention.

Firm Information

Gregory Sorensen 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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Gregory Sorensen’s Registration & Firm History

CA

07/08/2024 - Present

Transamerica Financial Advisors, Inc. (SAN JOSE CA)

CA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SAN JOSE CA)

GA

05/04/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

03/23/1992 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 06/30/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gregory Dean Sorensen. Review regulatory record here.
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