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Patricia Jean Dunn

Transamerica Financial Advisors, Inc.

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About Patricia Jean Dunn

Patricia Dunn is a financial advisor with over 15 years of experience in the financial services industry. Patricia has a Series 6 and Series 63 license and has passed the SIE and Series 65 exams. Patricia is currently registered with Transamerica Financial Advisors, Inc., and has been with them since 2012. Patricia specializes in providing financial planning and portfolio management services for individuals. Patricia is committed to helping clients achieve their financial goals.

Firm Information

Patricia Dunn 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 Dunn’s Registration & Firm History

OR

09/04/2018 - Present

Transamerica Financial Advisors, Inc. (PORTLAND OR)

CA

08/27/2007 - 01/06/2012

WORLD GROUP SECURITIES, INC. (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 05/13/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2007

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 Jean Dunn.
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