linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Teresita Dispo Del rosario

Transamerica Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Teresita? Claim Your Profile

About Teresita Dispo Del rosario

Teresita Del rosario is a financial advisor with over 27 years of experience in the financial services industry. Teresita has been registered with Transamerica Financial Advisors, Inc. since 2012, and prior to that, worked at World Group Securities, Inc. and WMA Securities, Inc.. Teresita is licensed to provide investment advice in California and Washington, and holds the Series 6, Series 26, and Series 63 securities licenses, as well as the SIE exam. Teresita's areas of expertise include individual and pooled investment vehicles, and she focuses on providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Teresita Del rosario 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Teresita Del rosario’s Registration & Firm History

CA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Orange CA)

CA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (TUSTIN CA)

GA

02/08/1995 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

Not sure if Teresita Dispo Del rosario is right for you?

Licenses & Designations

BC

Issued 12/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Teresita Dispo Del rosario. Review regulatory record here.
Not sure if Teresita Dispo Del rosario is right for you?