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Jeffrey Gonzales Cuenco

Transamerica Financial Advisors, Inc.

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About Jeffrey Gonzales Cuenco

Jeffrey Gonzales Cuenco is a financial advisor at Transamerica Financial Advisors, Inc. based in SAN DIEGO, CA. Jeffrey has been in the financial industry since 2011 and has experience in both broker-dealer and investment advisor roles. Jeffrey has a series 7, 6, 63, and 65 licenses, as well as the SIE exam. Jeffrey specializes in both individual and business portfolio management. Jeffrey has been registered with Transamerica Financial Advisors, Inc. since 2012.

Firm Information

Jeffrey Cuenco 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 Cuenco’s Registration & Firm History

CA

01/13/2023 - Present

Transamerica Financial Advisors, Inc. (SAN DIEGO CA)

CA

01/03/2022 - 12/31/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (San Jose CA)

CA

01/06/2012 - 04/06/2015

TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIEGO CA)

CA

08/22/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/26/2020

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/27/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/19/2020

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2011

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 Gonzales Cuenco.
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