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Juan Andres Aguilar

Transamerica Financial Advisors, Inc.

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About Juan Andres Aguilar

Juan Aguilar is a financial advisor with Transamerica Financial Advisors, Inc. Juan is registered with the state of Washington as an investment advisor representative and has been in the industry since March 2018. Juan is also registered with the state of New Jersey as an investment advisor representative. Juan holds licenses for Series 6, Series 7TO, Series 26, Series 63, and Series 65 exams. Juan has provided investment advice to individuals, high-net-worth individuals, charitable organizations, corporations, and retirement plans. Juan is committed to providing comprehensive financial planning and investment management services to help clients achieve their financial goals.

Firm Information

Juan Aguilar 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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Juan Aguilar’s Registration & Firm History

WA

05/08/2019 - Present

Transamerica Financial Advisors, Inc. (Bellevue WA)

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Licenses & Designations

IA

Issued 05/06/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Andres Aguilar.
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