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Sarah Frenczak

Transamerica Financial Advisors, Inc.

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About Sarah Frenczak

Sarah Frenczak is a financial advisor at Transamerica Financial Advisors, Inc. Sarah has been in the financial services industry since January 14, 2005 and is registered with the state of California and Texas. Sarah also holds the Series 7, 24, and 66 licenses. Sarah has experience working with individuals, high net worth individuals, and corporations. Sarah offers portfolio management and selection of other advisors to her clients.

Firm Information

Sarah Frenczak 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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Sarah Frenczak’s Registration & Firm History

CA

03/07/2013 - Present

Transamerica Financial Advisors, Inc. (BURLINGAME CA)

CA

02/13/2009 - 12/20/2011

ALLSTATE FINANCIAL SERVICES, LLC (SAN FRANCISCO CA)

CA

10/20/2004 - 08/17/2007

EMERSON EQUITY LLC (SAN MATEO CA)

IN

06/04/2003 - 09/30/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

06/04/2003 - 09/30/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

12/05/2002 - 03/05/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/30/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Sarah Frenczak. Review regulatory record here.
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