Unclaimed
Virgilio Vasquez is a financial advisor at Transamerica Financial Advisors, Inc., a registered investment advisor. Virgilio holds the Series 63, Series 6TO, and SIE licenses. Virgilio has been in the industry since October 11, 2020, and is registered in Georgia and Iowa. Transamerica Financial Advisors, Inc. is a large firm, with approximately $1 billion to $10 billion in assets under management. The firm's client types include high-net-worth individuals, individuals other than high-net-worth, corporations, charitable organizations, and pension and profit-sharing plans. Transamerica Financial Advisors, Inc. offers portfolio management for individuals. The firm's main office is located in St. Petersburg, Florida.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IA
10/12/2020 - Present
Transamerica Financial Advisors, Inc. (Cedar Rapids IA)
BC
Issued 12/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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