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Kamel Paul Shaheen

Transamerica Financial Advisors, Inc.

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About Kamel Paul Shaheen

Kamel Paul Shaheen is a financial advisor registered with Transamerica Financial Advisors, Inc. Kamel has been in the financial services industry since 2009. Kamel's experience includes working with individuals and institutions on a variety of financial planning needs. Kamel is also a licensed real estate broker.

Firm Information

Kamel Shaheen 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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Kamel Shaheen’s Registration & Firm History

CA

08/23/2024 - Present

Transamerica Financial Advisors, Inc. (CONCORD CA)

CA

04/03/2023 - 12/13/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (SAN JOSE CA)

CA

03/08/2022 - 04/29/2022

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

CA

09/23/2021 - 12/03/2021

TRANSAMERICA FINANCIAL ADVISORS, INC (SAN JOSE CA)

CA

01/06/2012 - 10/22/2020

TRANSAMERICA FINANCIAL ADVISORS, INC (STOCKTON CA)

CA

04/01/2010 - 01/06/2012

WORLD GROUP SECURITIES, INC. (ALVISO CA)

CA

06/18/2009 - 03/09/2010

FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)

CT

07/16/1997 - 07/06/1998

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

NY

11/08/1996 - 06/25/1997

NYLIFE SECURITIES INC. (NEW YORK NY)

GA

06/26/1996 - 10/24/1996

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/10/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kamel Paul Shaheen.
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