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Jordan Michael Yuhanna

Transamerica Capital, Inc.

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About Jordan Michael Yuhanna

Jordan Yuhanna is a financial professional currently registered with Transamerica Capital, Inc., in Saint Petersburg, FL. Jordan has been in the financial industry since November 8, 2020, and has passed both the Series 6TO and SIE exams. Previously, Jordan worked at Trinity Wealth Securities, L.L.C. in Tampa, FL.

Firm Information

Jordan Yuhanna is currently registered with Transamerica Capital, Inc.. Transamerica Capital, Inc. is a Corporation formed on March 14, 1977 and approved in 53 states and the SEC. The firm is registered to provide investment advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

140

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.

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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Jordan Yuhanna’s Registration & Firm History

FL

11/17/2020 - Present

Transamerica Capital, Inc. (St. Petersburg FL)

FL

09/25/2019 - 10/02/2019

TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)

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Licenses & Designations

BC

Issued 09/25/2019

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

BC

Issued 06/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Michael Yuhanna.
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