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Matthew Wayne Heward

Transamerica Financial Advisors, Inc.

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About Matthew Wayne Heward

Matthew Heward is a financial advisor registered with Transamerica Financial Advisors, Inc. with over 20 years of experience in the financial services industry. Matthew has worked in various roles at different financial institutions, including World Group Securities, Inc. and WMA Securities, Inc. Matthew has held licenses in various states and has a strong foundation in financial planning. Matthew specializes in providing portfolio management services to individuals and assisting clients in the selection of other advisors.

Firm Information

Matthew Heward 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 Heward’s Registration & Firm History

UT

05/03/2017 - Present

Transamerica Financial Advisors, Inc. (OREM UT)

UT

01/06/2012 - 03/08/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (OGDEN UT)

UT

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SO. JORDAN UT)

GA

08/18/1997 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 09/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Matthew Wayne Heward. Review regulatory record here.
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