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Irma Ivonne Sandoval

Transamerica Financial Advisors, Inc.

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About Irma Ivonne Sandoval

Irma Sandoval is a financial advisor with over 10 years of experience in the industry. Irma is currently registered with Transamerica Financial Advisors, Inc. and provides portfolio management services for individuals. Irma has been registered with the state of Texas since 2012 and also holds Series 6, 63, and 65 securities licenses. Irma has also been registered in New Mexico since 2014. In addition to her role with Transamerica Financial Advisors, Inc. Irma also works as a sales representative for Colonial Life & Accident Insurance Company. Irma is dedicated to helping clients reach their financial goals.

Firm Information

Irma Sandoval 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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Irma Sandoval’s Registration & Firm History

TX

07/20/2012 - Present

Transamerica Financial Advisors, Inc. (PLANO TX)

TX

11/15/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (PLANO TX)

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Licenses & Designations

IA

Issued 06/26/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Irma Ivonne Sandoval. Review regulatory record here.
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