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Matthew John Short

Transamerica Financial Advisors, Inc.

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About Matthew John Short

Matthew John Short is a financial advisor registered with Transamerica Financial Advisors, Inc. based in Saint Louis, MO. Matthew has over 15 years of experience in the financial services industry. Matthew is also registered with the state of Missouri as an Investment Advisor Representative. In addition to his work at Transamerica Financial Advisors, Inc., Matthew also works as an agent for Transamerica Agency Network and United Financial Services. Matthew's work with these companies focuses on helping people with life insurance needs and providing a conservative way to invest money while getting guaranteed income streams.

Firm Information

Matthew Short 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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Matthew Short’s Registration & Firm History

MO

04/05/2022 - Present

Transamerica Financial Advisors, Inc. (Saint Louis MO)

MO

02/16/2018 - 11/24/2021

ONEAMERICA SECURITIES, INC. (Maryland Heights MO)

MO

01/08/2013 - 02/26/2016

ONEAMERICA SECURITIES, INC. (MARYLAND HEIGHTS MO)

MO

02/23/2001 - 09/25/2001

J. MICHAEL-PATRICK, L.L.C. (CLAYTON MO)

NY

10/21/1999 - 12/04/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

WY

12/04/1998 - 08/19/1999

WYOMING FINANCIAL SECURITIES, INC. (CHEYENNE WY)

MO

01/01/1997 - 12/04/1998

PAULI JOHNSON CAPITAL & RESEARCH INCORPORATED (ST. LOUIS MO)

MO

01/23/1996 - 01/01/1997

PAULI & COMPANY, INC (ST. LOUIS MO)

MO

08/22/1994 - 01/15/1996

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

NY

04/12/1993 - 08/26/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/21/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/29/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 04/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew John Short.
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