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Jiayu Huang

Transamerica Financial Advisors, Inc.

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About Jiayu Huang

Jiayu Huang is a financial advisor with Transamerica Financial Advisors, Inc. Jiayu has over 5 years of experience in the financial services industry. Jiayu is registered in New York as a Registered Investment Advisor. Jiayu has worked with Transamerica Financial Advisors, Inc. on two separate occasions. Jiayu also has experience working with MetLife Securities Inc. and World Financial Group, Inc. Jiayu specializes in retirement planning and asset management. Jiayu works with a wide variety of clients, including individuals, families, businesses, and retirement plans. Jiayu is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Jiayu Huang 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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Jiayu Huang’s Registration & Firm History

NY

05/11/2021 - Present

Transamerica Financial Advisors, Inc. (FLUSHING NY)

NY

09/13/2017 - 03/26/2018

TRANSAMERICA FINANCIAL ADVISORS, INC (FLUSHING NY)

NY

07/10/2015 - 10/06/2015

METLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jiayu Huang.
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