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Sharon Ellen Pope

Transamerica Financial Advisors, Inc.

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About Sharon Ellen Pope

Sharon Ellen Pope is a financial advisor with Transamerica Financial Advisors, Inc., a firm with over 1,100 advisors nationwide. Sharon has been in the financial industry since 1999 and has worked with several firms over the years. Sharon is registered with both FINRA and the state of Iowa and holds Series 6, 7, 24, 26, 51 and 66 licenses. Sharon specializes in providing financial advice to individuals and businesses.

Firm Information

Sharon Pope 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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Sharon Pope’s Registration & Firm History

IA

05/10/2017 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

AZ

08/13/2015 - 04/12/2017

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

08/13/2015 - 04/12/2017

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

MN

08/13/2015 - 04/12/2017

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

09/30/2010 - 04/12/2017

FSC SECURITIES CORPORATION (ATLANTA GA)

TX

08/13/2015 - 04/06/2016

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

GA

03/05/2008 - 10/01/2010

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

02/27/1999 - 02/29/2008

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 07/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2009

Series 24 - General Securities Principal Examination

BC

Issued 11/07/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/24/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2002

Series 7 - General Securities Representative Examination

BC

Issued 12/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Ellen Pope.
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