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Shkira Singh

Transamerica Financial Advisors, Inc.

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About Shkira Singh

Shkira Singh is a financial advisor at Transamerica Financial Advisors, Inc., with over 19 years of experience in the financial industry. Shkira is licensed to provide investment advice in California and has a Series 7, Series 63 and Series 66 license. Shkira has previously worked at Supreme Alliance LLC, National Securities Corporation, KESTRA Investment Services, LLC, LPL Financial LLC, UnionBanc Investment Services, LLC, Farmers Financial Solutions, LLC and WM Financial Services, Inc. Shkira is a certified financial planner and has a strong understanding of financial planning, investments, and retirement planning. Shkira is committed to helping her clients achieve their financial goals.

Firm Information

Shkira Singh 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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Shkira Singh’s Registration & Firm History

CA

03/01/2023 - Present

Transamerica Financial Advisors, Inc. (PASADENA CA)

NC

09/14/2020 - 02/02/2022

SUPREME ALLIANCE LLC (CHARLOTTE NC)

CA

04/16/2018 - 09/20/2018

NATIONAL SECURITIES CORPORATION (ALHAMBRA CA)

CA

11/04/2015 - 03/29/2018

KESTRA INVESTMENT SERVICES, LLC (Alhambra CA)

CA

08/09/2013 - 12/04/2015

LPL FINANCIAL LLC (ALHAMBRA CA)

CA

01/08/2008 - 08/15/2013

UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)

CA

09/08/2006 - 12/18/2007

FARMERS FINANCIAL SOLUTIONS, LLC (OXNARD CA)

CA

04/16/2001 - 06/23/2006

WM FINANCIAL SERVICES, INC. (CANOGA PARK CA)

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Licenses & Designations

BOTH

Issued 04/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Shkira Singh. Review regulatory record here.
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