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Jade Nicole Chang

Transamerica Financial Advisors, Inc.

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About Jade Nicole Chang

Jade Nicole Chang is a financial advisor at Transamerica Financial Advisors, Inc., registered to provide investment advice in Maryland. Jade has been active in the financial industry since 2000 and is licensed to provide investment advice in California and Maryland. Jade also holds Series 7, 7TO, SIE, and Series 66 licenses, allowing her to provide investment advice to a broad range of clients. Jade has a strong understanding of the investment industry and is committed to providing her clients with the best possible financial advice.

Firm Information

Jade Chang 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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Jade Chang’s Registration & Firm History

MD

03/13/2024 - Present

Transamerica Financial Advisors, Inc. (ELLICOTT CITY MD)

NY

03/05/2001 - 02/14/2002

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/13/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2020

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jade Nicole Chang.
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