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Ryan Jeffrey Wagner

Transamerica Financial Advisors, Inc.

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About Ryan Jeffrey Wagner

Ryan Jeffrey Wagner is a financial advisor who has been in the industry since February 2010. Ryan is registered with Transamerica Financial Advisors, Inc. and is currently licensed in North Carolina, Ohio and Texas. Ryan has a strong background in financial planning, securities and insurance, and is dedicated to helping clients achieve their financial goals. Ryan offers a variety of financial services, including investment management, financial planning, and insurance. Ryan has previously worked for World Group Securities, Inc.. In addition to working at Transamerica Financial Advisors, Inc., Ryan also works part-time or full-time for companies affiliated with Transamerica Financial Advisors, Inc., selling insurance and non-insurance products.

Firm Information

Ryan Wagner 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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Ryan Wagner’s Registration & Firm History

OH

07/03/2024 - Present

Transamerica Financial Advisors, Inc. (DAYTON OH)

OH

02/16/2010 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DAYTON OH)

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Licenses & Designations

IA

Issued 09/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Jeffrey Wagner.
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