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Patricia Anne Wojnarowski

Transamerica Financial Advisors, Inc.

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About Patricia Anne Wojnarowski

Patricia Anne Wojnarowski is a financial advisor with over 10 years of experience in the industry. Patricia currently works for Transamerica Financial Advisors, Inc., based in Cerritos, California. Patricia holds Series 6, 63, and 65 licenses and has also passed the Series 26 principal exam. Patricia is also registered as a broker in Arizona, California, Connecticut, Rhode Island, and Washington. In addition to her advisory work, Patricia provides insurance products for companies affiliated with Transamerica Financial Advisors, Inc.

Firm Information

Patricia Wojnarowski 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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Patricia Wojnarowski’s Registration & Firm History

CA

05/27/2014 - Present

Transamerica Financial Advisors, Inc. (CERRITOS CA)

CA

01/02/2014 - 04/24/2014

PURSHE KAPLAN STERLING INVESTMENTS (SEAL BEACH CA)

CA

04/12/2013 - 12/31/2013

THE STRATEGIC FINANCIAL ALLIANCE, INC. (SEAL BEACH CA)

CA

01/06/2012 - 04/15/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (ANAHEIM CA)

CA

06/18/2010 - 01/06/2012

WORLD GROUP SECURITIES, INC. (ANAHEIM CA)

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Licenses & Designations

BC

Issued 11/23/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Anne Wojnarowski.
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