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Gregory L. Greenwood

Transamerica Financial Advisors, Inc.

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About Gregory L. Greenwood

Gregory L. Greenwood is a registered representative with Transamerica Financial Advisors, Inc. Gregory has been in the financial services industry since 2020 and has been registered with Transamerica Financial Advisors, Inc. since 2020. Gregory is a licensed in California and has a Series 7TO, Series 66 and SIE. Gregory's area of focus includes retirement planning, investment advice, and insurance. Gregory also provides additional insurance support for small business owner clients.

Firm Information

Gregory Greenwood 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 Greenwood’s Registration & Firm History

CA

11/20/2020 - Present

Transamerica Financial Advisors, Inc. (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 11/20/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory L. Greenwood.
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