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Veena Gandhi

Transamerica Financial Advisors, Inc.

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About Veena Gandhi

Veena Gandhi is an investment advisor representative with Transamerica Financial Advisors, Inc. and has been working in the financial services industry since 2004. Veena is also registered as an Investment Advisor Representative in California, Illinois, and Maryland. Veena offers financial planning and portfolio management services to individuals. She is also a licensed insurance agent for Transamerica Financial Advisors, Inc. and provides quotes for health insurance. Veena's previous roles include working with MetLife Securities Inc. and Metropolitan Life Insurance Company.

Firm Information

Veena Gandhi 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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Veena Gandhi’s Registration & Firm History

IL

10/13/2015 - Present

Transamerica Financial Advisors, Inc. (OAKBROOK TERRACE IL)

IL

02/20/2004 - 11/06/2013

METLIFE SECURITIES INC. (DOWNERS GROVE IL)

IL

02/20/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)

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Licenses & Designations

IA

Issued 03/24/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/19/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Veena Gandhi. Review regulatory record here.
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