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Leonor Bejar Gil

Transamerica Financial Advisors, Inc.

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About Leonor Bejar Gil

Leonor Bejar Gil is a financial advisor with over 20 years of experience in the industry. Leonor currently works at Transamerica Financial Advisors, Inc. Leonor has experience with various investment strategies and focuses on financial planning and portfolio management for individuals. Previously, Leonor worked for Northern Trust Securities, Inc. and Harris Associates Securities L.P. Leonor is registered with the state of Illinois and several other states, including California, Georgia, Kentucky, and Ohio. Leonor holds several licenses including Series 63, Series 65, Series 7, Series 24, and SIE.

Firm Information

Leonor Gil 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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Leonor Gil’s Registration & Firm History

IL

07/20/2021 - Present

Transamerica Financial Advisors, Inc. (Downers Grove IL)

IL

08/18/2008 - 01/07/2021

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

IL

01/14/1999 - 01/24/2008

HARRIS ASSOCIATES SECURITIES L.P. (CHICAGO IL)

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Licenses & Designations

BC

Issued 08/31/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leonor Bejar Gil.
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