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Kavita Rajaratnam

Transamerica Financial Advisors, Inc.

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About Kavita Rajaratnam

Kavita Rajaratnam is a registered representative with Transamerica Financial Advisors, Inc. Kavita has been in the industry since August 14, 2015. Kavita holds Series 6, 63 and 6TO licenses, as well as the SIE Exam and has been a registered representative in California since September 10, 2019. In addition to her work with Transamerica Financial Advisors, Inc., Kavita is also a licensed real estate agent with Big Block Realty. Kavita has a strong understanding of the financial services industry and is committed to providing her clients with the best possible advice and service.

Firm Information

Kavita Rajaratnam 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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Kavita Rajaratnam’s Registration & Firm History

CA

02/05/2020 - Present

Transamerica Financial Advisors, Inc. (San Diego CA)

GA

12/24/1998 - 12/31/2002

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 01/27/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2019

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

BC

Issued 07/26/2019

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kavita Rajaratnam.
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