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Michael J Burns

Transamerica Financial Advisors, Inc.

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About Michael J Burns

Michael Burns is a financial advisor at Transamerica Financial Advisors, Inc. Michael has been in the industry since 1994 and has a wide range of experience in the financial services industry. Michael is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63 and 66 licenses. Michael also holds the Series SIE license. Michael is committed to providing personalized financial planning advice to individuals and families. Michael's previous employment history includes positions with Waddell & Reed, Hartford Securities Distribution Company, Inc., and Putnam Mutual Funds Corp. In addition to his work as a financial advisor, Michael is also involved in several community organizations.

Firm Information

Michael Burns 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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Michael Burns’s Registration & Firm History

MA

10/24/2022 - Present

Transamerica Financial Advisors, Inc. (BRAINTREE MA)

MA

01/04/2021 - 12/31/2021

TRANSAMERICA FINANCIAL ADVISORS, INC (BRAINTREE MA)

MA

10/23/2014 - 04/27/2015

WADDELL & REED (WOBURN MA)

MA

07/19/2012 - 12/31/2012

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BOSTON MA)

MA

07/15/1996 - 07/22/1997

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/18/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael J Burns.
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