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Mark Allan Massen

Transamerica Financial Advisors, Inc.

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About Mark Allan Massen

Mark Allan Massen is a financial advisor with over 17 years of experience in the industry. Mark is a Certified Financial Planner and holds Series 6, 26, and 63 licenses. Mark is registered with Transamerica Financial Advisors, Inc. and offers a wide range of services to his clients, including financial planning, portfolio management, and investment management. Mark specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. In addition to his work with Transamerica, Mark has also held previous roles with World Group Securities, Inc. and Nationwide Health Plan.

Firm Information

Mark Massen 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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Mark Massen’s Registration & Firm History

OH

07/10/2012 - Present

Transamerica Financial Advisors, Inc. (COLUMBUS OH)

GA

02/22/2005 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Allan Massen.
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