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Kiranjeet Khaira

Transamerica Financial Advisors, Inc.

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About Kiranjeet Khaira

Kiranjeet Khaira is a financial advisor with Transamerica Financial Advisors, Inc. based in Houston, TX. Kiranjeet has been in the financial services industry since 2016 and specializes in providing financial planning and portfolio management services to individuals and families. Kiranjeet is licensed to provide financial advice in California, Georgia, Louisiana, Texas, and Wisconsin. Kiranjeet has passed the Series 63, Series 65, and Series 6TO exams, as well as the Securities Industry Essentials (SIE) exam. Kiranjeet is also a licensed health insurance agent.

Firm Information

Kiranjeet Khaira 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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Kiranjeet Khaira’s Registration & Firm History

TX

08/20/2020 - Present

Transamerica Financial Advisors, Inc. (HOUSTON TX)

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Licenses & Designations

IA

Issued 08/19/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2020

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2020

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kiranjeet Khaira.
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