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Tammy Ann Stefani

Transamerica Financial Advisors, Inc.

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About Tammy Ann Stefani

Tammy Ann Stefani is a financial advisor with over 27 years of experience in the financial services industry. Currently, Tammy is affiliated with Transamerica Financial Advisors, Inc. and has been registered with FINRA since 1996. Tammy holds the Series 6 license and has passed the Securities Industry Essentials Examination. Tammy's specializations include securities and investment company products/variable contracts. Previous employers include OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC.

Firm Information

Tammy Stefani 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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Tammy Stefani’s Registration & Firm History

FL

06/05/2024 - Present

Transamerica Financial Advisors, Inc. (ST PETERSBURG FL)

FL

11/02/2018 - 05/17/2024

OSAIC WEALTH, INC. (ST. PETERSBURG FL)

FL

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)

FL

11/08/1996 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tammy Ann Stefani.
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