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Jeffrey Anthony Comunale

Transamerica Financial Advisors, Inc.

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About Jeffrey Anthony Comunale

Jeffrey Comunale has been working in the financial services industry since February 1994. Jeffrey is currently registered with Transamerica Financial Advisors, Inc. and is located in San Diego, California. Jeffrey has experience with SagePoint Financial, Inc., Essex Securities LLC, American General Securities Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Jeffrey is a Series 6, 7, 26, 63 and 65 licensed professional with extensive experience working with high-net-worth individuals, corporations, and other businesses.

Firm Information

Jeffrey Comunale 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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Jeffrey Comunale’s Registration & Firm History

CA

12/12/2017 - Present

Transamerica Financial Advisors, Inc. (SAN DIEGO CA)

CA

02/14/2014 - 01/09/2016

SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)

CA

04/29/2005 - 02/18/2014

ESSEX SECURITIES LLC (SAN DIEGO CA)

AZ

04/04/2001 - 04/29/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

MA

02/25/1994 - 03/08/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/25/1994 - 03/08/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/24/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Anthony Comunale.
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