Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Malone is a financial professional with over 20 years of experience in the industry. Veronica is currently registered with Transamerica Retirement Advisors, LLC, in Hanover, PA and provides financial planning services. Previously, Veronica worked with a number of other firms including VOYA FINANCIAL ADVISORS, INC., PRINCIPAL SECURITIES, INC. and Transamerica Investors Securities Corporation. Veronica is licensed in Pennsylvania and holds Series 6, 63, and 65 licenses, as well as the SIE.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
06/25/2021 - Present
Transamerica Retirement Advisors, LLC (Hanover PA)
PA
01/09/2019 - 06/05/2020
VOYA FINANCIAL ADVISORS, INC. (SPRING GROVE PA)
PA
07/18/2018 - 01/10/2019
PRINCIPAL SECURITIES, INC. (Wayne PA)
NY
07/16/2007 - 04/12/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NY
07/26/2005 - 08/09/2006
IFMG SECURITIES, INC. (PURCHASE NY)
IL
10/15/2002 - 07/21/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MO
02/13/2001 - 07/12/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MA
05/17/2000 - 08/21/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/17/2000 - 08/21/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IL
09/29/1999 - 05/11/2000
GBS RETIREMENT SERVICES, INC. (ROLLING MEADOWS IL)
NJ
08/13/1993 - 09/27/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 02/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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