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Guy Terry Boesen

Transamerica Financial Advisors, Inc.

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About Guy Terry Boesen

Guy Terry Boesen is a financial advisor with Transamerica Financial Advisors, Inc. Guy has been in the industry for over 30 years and has a wide range of experience in both the insurance and securities industries. Guy has also held various positions at other companies, including World Group Securities, Inc. and Indianapolis Securities, Inc. Guy provides portfolio management services for individuals and acts as a financial advisor for the Transamerica firm.

Firm Information

Guy Boesen 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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Guy Boesen’s Registration & Firm History

IN

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (FISHERS IN)

IN

11/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (INDIANAPOLIS IN)

NY

10/21/1985 - 01/23/1996

INDIANAPOLIS SECURITIES, INC. (VALLEY STREAM NY)

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Licenses & Designations

IA

Issued 03/06/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/07/1986

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/25/1989

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 09/18/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Guy Terry Boesen.
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