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Tina Marie Smith

Transamerica Financial Advisors, Inc.

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About Tina Marie Smith

Tina Smith is a financial advisor with Transamerica Financial Advisors, Inc. Tina has been working in the financial industry since 2001 and is licensed to provide financial advice in Arizona, California, Illinois, Nevada, New York, and Texas. She has extensive experience in portfolio management for individuals. Tina is dedicated to providing personalized financial guidance and helping clients achieve their financial goals.

Firm Information

Tina Smith 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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Tina Smith’s Registration & Firm History

NV

02/02/2018 - Present

Transamerica Financial Advisors, Inc. (RENO NV)

NV

04/20/2016 - 10/12/2017

MML INVESTORS SERVICES, LLC (RENO NV)

NV

01/14/2015 - 02/05/2016

COUNTRY CAPITAL MANAGEMENT COMPANY (RENO NV)

NV

02/28/2012 - 01/09/2015

CETERA ADVISORS LLC (RENO NV)

NV

07/05/2007 - 02/28/2012

PACIFIC WEST SECURITIES, INC. (RENO NV)

NV

05/22/2003 - 07/06/2007

FIRST WALL STREET CORP. (RENO NV)

MO

04/04/2001 - 06/02/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 06/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tina Marie Smith.
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