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Maritza Nevarez

Transamerica Financial Advisors, Inc.

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About Maritza Nevarez

Maritza Nevarez is a financial advisor with over 25 years of experience in the industry. She is currently registered with Transamerica Financial Advisors, Inc. and is licensed to provide financial advice in California, New Jersey, and Washington. Maritza holds the Series 7 and Series 63 licenses, along with the SIE exam. She also holds the designation of Certified Financial Planner. Maritza previously worked with Foresters Equity Services, Inc. and Financial Network Investment Corporation. Maritza's experience includes working with a variety of clients, including individuals, families, businesses, and institutions.

Firm Information

Maritza Nevarez 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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Maritza Nevarez’s Registration & Firm History

CA

06/06/2016 - Present

Transamerica Financial Advisors, Inc. (ALVISO CA)

CA

07/17/2013 - 04/06/2016

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

CA

05/04/2010 - 07/16/2013

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

CA

01/27/2000 - 11/30/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (MILPITAS CA)

MN

07/23/1996 - 01/03/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/23/1996 - 01/03/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maritza Nevarez.
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