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Jinyu Shi

Transamerica Financial Advisors, Inc.

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About Jinyu Shi

Jinyu Shi is a registered representative with Transamerica Financial Advisors, Inc. based in Plano, Texas. Jinyu has been in the financial services industry since 2021 and is registered to offer securities and investment advisory services in New York and Texas. Jinyu holds the Series 66, Series 7TO, and SIE licenses. In addition to her role at Transamerica, Jinyu has previous experience with World Financial Group, Inc., Fidelity National Information Services, UnitedHealthcare, and The Brokerage Inc.

Firm Information

Jinyu Shi 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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Jinyu Shi’s Registration & Firm History

TX

04/08/2022 - Present

Transamerica Financial Advisors, Inc. (PLANO TX)

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Licenses & Designations

BOTH

Issued 04/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jinyu Shi.
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