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Tarsem Singh Dayal

Transamerica Financial Advisors, Inc.

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About Tarsem Singh Dayal

Tarsem Singh Dayal is a financial advisor in Rockville, Maryland, currently affiliated with Transamerica Financial Advisors, Inc. Tarsem Singh Dayal has been in the financial industry since March 1999, and is registered to conduct business in the District of Columbia, Maryland and Virginia. Tarsem Singh Dayal has a Series 6 and Series 63 license, and is also a Registered Representative with FINRA. In addition to his Series 6 and Series 63 licenses, Tarsem Singh Dayal also holds the SIE license. Tarsem Singh Dayal previously worked for WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC. in Duluth, Georgia. Tarsem Singh Dayal specializes in retirement planning, and has experience working with individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Tarsem Singh Dayal works with both discretionary and non-discretionary accounts.

Firm Information

Tarsem Dayal 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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Tarsem Dayal’s Registration & Firm History

MD

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (ROCKVILLE MD)

GA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

03/09/1999 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tarsem Singh Dayal.
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