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Nathaniel George Vieira

Transamerica Financial Advisors, Inc.

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About Nathaniel George Vieira

Nathaniel Vieira is a financial advisor in Modesto, California. Nathaniel has over 10 years of experience in the financial industry and holds a Series 7 and Series 66 license. Nathaniel is currently registered with Transamerica Financial Advisors, Inc. and has previously worked with Waddell & Reed and Northwestern Mutual Investment Services, LLC. Nathaniel specializes in financial planning and portfolio management for individuals. Nathaniel also works as a part-time owner-operator of a cow-calf beef cattle operation.

Firm Information

Nathaniel Vieira 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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Nathaniel Vieira’s Registration & Firm History

CA

06/30/2017 - Present

Transamerica Financial Advisors, Inc. (MODESTO CA)

CA

05/11/2016 - 04/07/2017

WADDELL & REED (SACRAMENTO CA)

CA

10/28/2014 - 03/30/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MODESTO CA)

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Licenses & Designations

BOTH

Issued 12/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathaniel George Vieira.
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