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Lynne Marie Borkowski

Transamerica Financial Advisors, Inc.

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About Lynne Marie Borkowski

Lynne Borkowski is a financial advisor associated with Transamerica Financial Advisors, Inc. Lynne has been in the industry since 2007 and has worked with a variety of clients including individuals, corporations, and retirement plans. Lynne has experience with many different financial products and services and has a strong understanding of the financial markets. Lynne is a licensed agent in the state of Florida.

Firm Information

Lynne Borkowski 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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Lynne Borkowski’s Registration & Firm History

FL

11/25/2019 - Present

Transamerica Financial Advisors, Inc. (ST PETERSBURG FL)

FL

01/23/2017 - 11/05/2019

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)

FL

05/13/2016 - 01/11/2017

SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)

FL

10/09/2009 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

FL

11/26/2007 - 02/06/2008

AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)

FL

09/26/2007 - 10/30/2007

AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 12/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2022

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/03/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynne Marie Borkowski.
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