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Jeuris ramon R Pena

Transamerica Financial Advisors, Inc.

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About Jeuris ramon R Pena

Jeuris Ramon Pena is an investment advisor representative registered with Transamerica Financial Advisors, Inc. located in Short Hills, New Jersey. Jeuris has a current registration with the state of New Jersey and New York and has been in the industry since 2014. Jeuris has a Series 66, Series 7 and the SIE exam. Jeuris has previously worked for Rothschild Lieberman LLC and Liberty Partners Financial Services, LLC. Jeuris also works with insurance products and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. Jeuris also owns JRPP LLC, which is a company that produces Pamp;L and balance sheet reports.

Firm Information

Jeuris ramon Pena 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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Jeuris ramon Pena’s Registration & Firm History

NJ

09/13/2024 - Present

Transamerica Financial Advisors, Inc. (SHORT HILLS NJ)

NY

01/05/2015 - 04/06/2015

ROTHSCHILD LIEBERMAN LLC (New York NY)

NC

02/18/2014 - 01/02/2015

LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 05/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2024

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeuris ramon R Pena.
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