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Racquel Roxann Ramlal-slawinski

Transamerica Financial Advisors, Inc.

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About Racquel Roxann Ramlal-slawinski

Racquel Roxann Ramlal-slawinski is a financial advisor with Transamerica Financial Advisors, Inc.. Racquel has been in the industry since 1999 and holds the Series 6, 63, 26, and 65 licenses. She is registered with the state of Florida and other states as an investment advisor and broker-dealer. Racquel is a member of the RSSA National Association of Registered Social Security Analysts. Racquel specializes in providing financial advice and planning services to individuals, corporations, and other entities.

Firm Information

Racquel Ramlal-slawinski 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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Racquel Ramlal-slawinski’s Registration & Firm History

FL

09/19/2022 - Present

Transamerica Financial Advisors, Inc. (West Palm Beach FL)

MD

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (GREENBELT MD)

GA

06/01/1999 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 09/12/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Racquel Roxann Ramlal-slawinski. Review regulatory record here.
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