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John Michael Belanger

Transamerica Financial Advisors, Inc.

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About John Michael Belanger

John Michael Belanger is an investment advisor representative at Transamerica Financial Advisors, Inc. John has been in the financial services industry since June 2017. John is licensed to offer investment advice in California, Texas, and Arizona, and is registered to sell securities in California, Texas, and New York. John is a Series 6, 63, 65, and 26 license holder. John also has a SIE license. John is a registered representative of Transamerica Financial Advisors, Inc. John is an insurance agent with a firm called Belanger Financial Services. John works with a wide variety of clients including individuals, high net worth individuals, businesses, pension and profit sharing plans, charitable organizations, and Section 529 and UGMA/UTMA's. John's primary focus is on helping clients achieve their financial goals. John has a strong commitment to providing his clients with the best possible service and advice.

Firm Information

John Belanger 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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John Belanger’s Registration & Firm History

CA

11/12/2020 - Present

Transamerica Financial Advisors, Inc. (Thousand Oaks CA)

GA

09/16/2002 - 11/12/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 08/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Michael Belanger. Review regulatory record here.
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