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Roger Rosario Cortes

Transamerica Financial Advisors, Inc.

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About Roger Rosario Cortes

Roger Rosario Cortes is a registered Investment Advisor Representative in California and Texas, associated with Transamerica Financial Advisors, Inc. Roger is based in Alviso, CA. Roger has been a financial professional for over 10 years. Roger also provides college coaching services and has experience in the technology industry.

Firm Information

Roger Cortes 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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Roger Cortes’s Registration & Firm History

CA

12/14/2017 - Present

Transamerica Financial Advisors, Inc. (ALVISO CA)

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Licenses & Designations

IA

Issued 01/14/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Rosario Cortes.
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