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Margaret Nora Hand

Transamerica Financial Advisors, Inc.

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About Margaret Nora Hand

Margaret Nora Hand is a financial advisor associated with Transamerica Financial Advisors, Inc. Margaret has been in the industry since 2007 and holds a Series 6, Series 63, and Series 6TO license. She is registered in California, Oregon, South Carolina, and Texas. Margaret has experience working with individuals, corporations, and charitable organizations, with a focus on providing financial planning and portfolio management services. Margaret's previous work experience includes time with World Group Securities, Inc.

Firm Information

Margaret Hand 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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Margaret Hand’s Registration & Firm History

CA

04/29/2021 - Present

Transamerica Financial Advisors, Inc. (TORRANCE CA)

CA

01/06/2012 - 10/25/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (TORRANCE CA)

CA

02/27/2007 - 01/06/2012

WORLD GROUP SECURITIES, INC. (TORRANCE CA)

CA

07/07/2003 - 12/31/2006

WORLD GROUP SECURITIES, INC. (CULVER CITY CA)

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Licenses & Designations

BC

Issued 07/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2021

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

BC

Issued 06/06/2020

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Margaret Nora Hand. Review regulatory record here.
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