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Rama Suryanarayana Appalla

Transamerica Financial Advisors, Inc.

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About Rama Suryanarayana Appalla

Rama Suryanarayana Appalla is a financial advisor with Transamerica Financial Advisors, Inc., with over 5 years of experience in the industry. Rama holds a Series 6, 7TO, 63, and 65 licenses and is registered to provide investment advice in several states including California, New Jersey, and Texas. Rama has a strong track record of helping clients reach their financial goals, with a particular focus on individuals and high-net-worth clients. Rama is also knowledgeable in various investment products and services, including retirement planning, college savings, and estate planning. In addition to being a financial advisor, Rama is also an active member of the community. Rama is a Secretary at the Kiwanis Club of Mountain House, a non-profit organization that supports children.

Firm Information

Rama Appalla 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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Rama Appalla’s Registration & Firm History

CA

01/13/2021 - Present

Transamerica Financial Advisors, Inc. (ELK GROVE CA)

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Licenses & Designations

IA

Issued 06/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rama Suryanarayana Appalla.
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