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Sylvester Akpan

Transamerica Financial Advisors, Inc.

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About Sylvester Akpan

Sylvester Akpan is a financial advisor registered with Transamerica Financial Advisors, Inc. in Tucson, Arizona. Sylvester is licensed to offer securities and investment advice in Arizona. Sylvester has been in the securities industry since 2012. Sylvester has passed the Series 63, Series 65, and Series 6TO exams and has also earned the SIE certification. Sylvester is a registered representative with Transamerica Financial Advisors, Inc. and offers services such as Portfolio management for individuals, and selection of other advisors.

Firm Information

Sylvester Akpan 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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Sylvester Akpan’s Registration & Firm History

AZ

04/11/2022 - Present

Transamerica Financial Advisors, Inc. (Tucson AZ)

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Licenses & Designations

IA

Issued 04/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sylvester Akpan. Review regulatory record here.
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