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Julius Reyes

Transamerica Financial Advisors, Inc.

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About Julius Reyes

Julius Reyes is a financial advisor with Transamerica Financial Advisors, Inc. Julius has been in the financial industry since 2015. The advisor is registered in 14 states and has obtained the Series 6, Series 63, Series 65 and SIE licenses. Julius has a strong track record of providing financial advice to individuals, corporations, and pension and profit-sharing plans. Julius provides financial advice for a wide range of clients including high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. The advisor's current firm, Transamerica Financial Advisors, Inc., is a registered investment advisor with over $1 billion - $10 billion in assets under management. The firm provides a wide range of financial services, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Julius Reyes 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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Julius Reyes’s Registration & Firm History

CA

07/14/2022 - Present

Transamerica Financial Advisors, Inc. (ALVISO CA)

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Licenses & Designations

IA

Issued 06/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julius Reyes.
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