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Paul D Flatt

Transamerica Financial Advisors, Inc.

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About Paul D Flatt

Paul D. Flatt is an investment advisor representative, registered in Mississippi. Paul D. Flatt has been active in the financial services industry for over 30 years, with over 2 years of experience as an investment advisor representative. Paul D. Flatt is currently registered with Transamerica Financial Advisors, Inc. and has previously been registered with MML Investors Services, LLC. Paul D. Flatt holds Series 7TO, SIE, 63 and 66 securities licenses. Paul D. Flatt provides advisory services for individuals and is able to select other advisors for clients.

Firm Information

Paul Flatt 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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Paul Flatt’s Registration & Firm History

MS

07/27/2022 - Present

Transamerica Financial Advisors, Inc. (Tupelo MS)

MS

08/25/2020 - 03/07/2022

MML INVESTORS SERVICES, LLC (Tupelo MS)

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Licenses & Designations

BOTH

Issued 07/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul D Flatt.
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