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Sabrina G Sasson

Transamerica Financial Advisors, Inc.

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About Sabrina G Sasson

Sabrina Sasson is a financial advisor registered in Nevada. Sabrina has been in the financial services industry since 2004. Sabrina currently works for Transamerica Financial Advisors, Inc., in Las Vegas, Nevada. Prior to this, Sabrina has worked for firms such as NYLIFE SECURITIES LLC, Raymond James & Associates, Inc., Morgan Stanley & Co. Incorporated, Countrywide Investment Services, Inc., UBS Financial Services Inc., and World Group Securities, Inc. Sabrina is a Series 6, Series 7, Series 63 and Series 66 licensed financial advisor.

Firm Information

Sabrina Sasson 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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Sabrina Sasson’s Registration & Firm History

NV

12/26/2023 - Present

Transamerica Financial Advisors, Inc. (LAS VEGAS NV)

CA

07/26/2018 - 01/25/2019

NYLIFE SECURITIES LLC (GLENDALE CA)

CA

05/12/2016 - 09/08/2016

RAYMOND JAMES & ASSOCIATES, INC. (BEVERLY HILLS CA)

CA

07/23/2008 - 05/29/2009

MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)

CA

11/30/2007 - 05/02/2008

COUNTRYWIDE INVESTMENT SERVICES, INC. (BEVERLY HILLS CA)

CA

06/18/2007 - 09/05/2007

UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)

CA

12/01/2005 - 10/30/2006

WORLD GROUP SECURITIES, INC. (ENCINO CA)

GA

05/21/2004 - 02/22/2005

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 12/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/13/2023

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2016

Series 7 - General Securities Representative Examination

BC

Issued 05/20/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sabrina G Sasson. Review regulatory record here.
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