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Joseph Scott Ridling

Transamerica Financial Advisors, Inc.

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About Joseph Scott Ridling

Joseph Scott Ridling is a financial advisor currently registered with Transamerica Financial Advisors, Inc. in Cedar Rapids, IA. Joseph has been in the financial industry since September 2008 and has experience with WORLD GROUP SECURITIES, INC. Joseph has been a registered advisor in Georgia and Iowa and has held a Series 7, 24, 27, 66 and SIE license. Joseph has also held a Series 99TO license. Joseph holds specializations in insurance and retirement planning. Joseph also works as a realtor and is a member of the Cedar Rapids Board of Realtors.

Firm Information

Joseph Ridling 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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Joseph Ridling’s Registration & Firm History

IA

12/11/2023 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

GA

09/09/2008 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 02/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2011

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/08/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Scott Ridling.
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