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Mailien Hoang

Transamerica Financial Advisors, Inc.

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About Mailien Hoang

Mailien Hoang is a financial advisor with Transamerica Financial Advisors, Inc. Mailien has been in the financial services industry since 1991 and has a wide range of experience. Mailien is registered with the state of California and has Series 6, 63, and SIE licenses. Mailien specializes in providing financial planning and portfolio management services to individuals and businesses. Mailien is dedicated to helping clients achieve their financial goals.

Firm Information

Mailien Hoang 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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Mailien Hoang’s Registration & Firm History

CA

07/11/2019 - Present

Transamerica Financial Advisors, Inc. (ORANGE CA)

CA

09/04/2009 - 12/31/2015

TRANSAMERICA FINANCIAL ADVISORS, INC (GARDEN GROVE CA)

CA

10/04/2005 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (GARDEN GROVE CA)

NJ

06/11/1991 - 07/15/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

NJ

06/11/1991 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NJ

08/21/1986 - 06/01/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 10/29/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2019

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

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mailien Hoang.
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