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Sheila Medina Edesan

Transamerica Financial Advisors, Inc.

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About Sheila Medina Edesan

Sheila Medina Edesan is a financial advisor with Transamerica Financial Advisors, Inc. Sheila has been in the financial services industry since 2009. Sheila holds a Series 6 license, as well as the Series 63 and SIE exams. Sheila is registered to offer securities in California. Sheila is located in Santa Clara, CA, and has been with Transamerica Financial Advisors, Inc. since 2012. Prior to that, Sheila was registered with WORLD GROUP SECURITIES, INC. She has a strong understanding of investment strategies and financial planning. Sheila is dedicated to providing her clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Sheila Edesan 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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Sheila Edesan’s Registration & Firm History

CA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Santa Clara CA)

CA

08/13/2009 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SANTA CLARA CA)

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Licenses & Designations

BC

Issued 08/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheila Medina Edesan.
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