Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Xula is an investment advisor representative at Transamerica Financial Advisors, Inc., a firm based in St. Petersburg, Florida. Sergio holds a Series 6, Series 63 and Series 65 licenses and specializes in providing investment advice and financial planning services. Sergio Xula has been in the financial industry since 2014 and has prior experience with Chase Investment Services Corp. and Banc One Securities Corporation. Sergio Xula is also a member of Real People Realty and Snx Properties LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/21/2018 - Present
Transamerica Financial Advisors, Inc. (OAKBROOK TERRACE IL)
IL
07/06/2005 - 09/25/2007
CHASE INVESTMENT SERVICES CORP. (WARRENVILLE IL)
IL
03/10/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 01/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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