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Wen Kuan Sun

Transamerica Financial Advisors, Inc.

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About Wen Kuan Sun

Wen Kuan Sun is a financial advisor who has been in the industry since 1994. Sun is currently registered with Transamerica Financial Advisors, Inc. in Gaithersburg, Maryland. Prior to joining Transamerica Financial Advisors, Inc., Sun was registered with WORLD GROUP SECURITIES, INC. in Rockville, Maryland and WMA SECURITIES, INC. in Duluth, Georgia. Sun is also registered in California, Maryland, New Jersey, New York, Pennsylvania, and Virginia. Sun holds a Series 63, Series 6, Series 26, and SIE license.

Firm Information

Wen Sun 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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Wen Sun’s Registration & Firm History

MD

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Gaithersburg MD)

MD

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (ROCKVILLE MD)

GA

10/08/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

NJ

01/04/1994 - 10/17/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 12/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wen Kuan Sun.
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