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Jerry Shieuchean Lan

Transamerica Financial Advisors, Inc.

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About Jerry Shieuchean Lan

Jerry Lan is a financial advisor registered with Transamerica Financial Advisors, Inc. in Irvine, CA. Jerry has been in the financial services industry since 1999 and holds the Series 6, 7, 63, 65, SIE and 6TO licenses. Jerry has experience providing financial advisory services to individuals and businesses. Jerry's previous experience includes working with Signator Investors, Inc., and H.D. Vest Investment Securities, Inc.. Jerry is also a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Jerry Lan 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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Jerry Lan’s Registration & Firm History

CA

02/09/2024 - Present

Transamerica Financial Advisors, Inc. (IRVINE CA)

CA

08/30/2000 - 07/23/2018

SIGNATOR INVESTORS, INC. (ARTESIA CA)

TX

02/04/1999 - 06/08/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 12/18/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/2024

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

BC

Issued 11/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/20/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry Shieuchean Lan.
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