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Maribel Robel

Transamerica Retirement Advisors, LLC

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About Maribel Robel

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, a firm headquartered in Cedar Rapids, IA. Maribel holds Series 6, Series 63, Series 65, and SIE licenses, and has been working in the industry since January 26, 2001. Maribel specializes in retirement planning, investment advisory services, portfolio management for individuals and businesses, and educational seminars. Maribel has prior experience with Diversified Investors Securities Corp. and Citistreet Advisors LLC.

Firm Information

Maribel Robel is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maribel Robel’s Registration & Firm History

CA

04/06/2016 - Present

Transamerica Retirement Advisors, LLC (North Hollywood CA)

NY

07/29/2002 - 01/02/2004

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

CT

02/01/2001 - 04/09/2002

CITISTREET ADVISORS LLC (WINDSOR CT)

MA

09/25/2000 - 02/02/2001

STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 04/05/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Maribel Robel. Review regulatory record here.
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