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Ignacio Quiroz

Transamerica Retirement Advisors, LLC

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About Ignacio Quiroz

Ignacio Quiroz is a financial professional with over two decades of experience in the financial services industry. Currently, Ignacio works as a registered representative with Transamerica Retirement Advisors, LLC, providing financial advice and services to individuals and businesses in the McKinney, TX area. Ignacio has experience in several areas including portfolio management, pension consulting, and educational seminars.

Firm Information

Ignacio Quiroz is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ignacio Quiroz’s Registration & Firm History

TX

01/25/2021 - Present

Transamerica Retirement Advisors, LLC (McKinney TX)

TX

11/14/2007 - 07/03/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

05/02/2002 - 11/21/2007

E*TRADE SECURITIES LLC (DALLAS TX)

NJ

11/24/2000 - 06/04/2001

E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 08/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ignacio Quiroz. Review regulatory record here.
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