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Martha Reynoso

Transamerica Retirement Advisors, LLC

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About Martha Reynoso

Martha Reynoso is a registered representative and investment advisor representative. Martha has been working in the financial industry for over 8 years. She is currently employed by Transamerica Retirement Advisors, LLC in Tolleson, AZ. Prior to that, Martha was employed by VALIC FINANCIAL ADVISORS, INC., USAA INVESTMENT SERVICES COMPANY, USAA FINANCIAL ADVISORS, INC., ASSETMARK BROKERAGE, LLC, CHARLES SCHWAB & CO., INC., MML INVESTORS SERVICES, LLC, MML STRATEGIC DISTRIBUTORS, LLC and MML DISTRIBUTORS, LLC.

Firm Information

Martha Reynoso 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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Martha Reynoso’s Registration & Firm History

AZ

04/07/2021 - Present

Transamerica Retirement Advisors, LLC (Tolleson AZ)

AZ

07/30/2020 - 03/29/2021

VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

06/08/2020 - 08/06/2020

USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)

AZ

09/09/2019 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

05/12/2017 - 06/04/2019

ASSETMARK BROKERAGE, LLC (Phoenix AZ)

AZ

06/09/2016 - 04/12/2017

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

AZ

01/20/2014 - 04/19/2016

MML INVESTORS SERVICES, LLC (PHOENIX AZ)

AZ

07/31/2014 - 10/28/2014

MML STRATEGIC DISTRIBUTORS, LLC (Phoenix AZ)

AZ

01/20/2014 - 08/01/2014

MML DISTRIBUTORS, LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 09/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martha Reynoso.
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