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Stephen Anthony Reese

Transamerica Financial Advisors, Inc.

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About Stephen Anthony Reese

Stephen Anthony Reese is a financial advisor with over 20 years of experience in the industry. Stephen has a strong background in investment management, having worked with Farmers Financial Solutions, LLC for 18 years before joining Transamerica Financial Advisors, Inc. in 2021. Stephen is registered with FINRA and holds the Series 6, Series 63 and SIE licenses. Stephen is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Stephen works with a variety of clients, including individuals, families, businesses, and retirement plans. Stephen specializes in retirement planning, investment management, and college savings.

Firm Information

Stephen Reese 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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Stephen Reese’s Registration & Firm History

TX

10/06/2021 - Present

Transamerica Financial Advisors, Inc. (San Antonio TX)

TX

02/26/2002 - 04/03/2020

FARMERS FINANCIAL SOLUTIONS, LLC (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 03/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Stephen Anthony Reese. Review regulatory record here.
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