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Otto Rambalducci Tannure

Transamerica Retirement Advisors, LLC

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About Otto Rambalducci Tannure

Otto Rambalducci Tannure is a registered representative of Transamerica Retirement Advisors, LLC, and has been in the financial services industry since September 4, 2002. Otto holds the Series 66, 7, 10, 9, 24, and SIE licenses. Otto has been registered in New York since 2002. Otto is affiliated with Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC as previous employers.

Firm Information

Otto Tannure 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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Otto Tannure’s Registration & Firm History

NY

11/10/2022 - Present

Transamerica Retirement Advisors, LLC (Harrison NY)

NJ

09/05/2002 - 01/27/2020

WELLS FARGO CLEARING SERVICES, LLC (SUMMIT NJ)

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Licenses & Designations

BOTH

Issued 02/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2020

Series 24 - General Securities Principal Examination

BC

Issued 11/18/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/09/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Otto Rambalducci Tannure.
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