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Pamela Sue Rodriguez reiffert

Transamerica Financial Advisors, Inc.

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About Pamela Sue Rodriguez reiffert

Pamela Rodriguez Reiffert is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. Pamela is registered with the state of Texas and has been in the financial industry since 2017. Pamela has Series 6, 7, 63, and 66 securities licenses. Pamela also owns and operates Rodriguez Reiffert, PLLC, an accounting and tax firm. Pamela works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans.

Firm Information

Pamela Rodriguez reiffert 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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Pamela Rodriguez reiffert’s Registration & Firm History

TX

06/06/2022 - Present

Transamerica Financial Advisors, Inc. (San Antonio TX)

TX

02/13/2017 - 12/31/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 06/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/09/2022

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Sue Rodriguez reiffert.
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