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Yiding Lei

Transamerica Financial Advisors, Inc.

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About Yiding Lei

Yiding Lei is a financial advisor who has been in the industry since 2007. Yiding is registered with Transamerica Financial Advisors, Inc. and has been with the firm since 2020. Before that, Yiding worked with Centaurus Financial, Inc., Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Yiding specializes in providing financial advice to individuals and other businesses. Yiding also holds licenses to sell insurance products.

Firm Information

Yiding Lei 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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Yiding Lei’s Registration & Firm History

CA

03/25/2022 - Present

Transamerica Financial Advisors, Inc. (San Jose CA)

CA

06/01/2012 - 12/18/2018

CENTAURUS FINANCIAL, INC. (SAN JOSE CA)

CA

06/01/2009 - 06/14/2012

MORGAN STANLEY SMITH BARNEY (SAN JOSE CA)

CA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)

CA

10/07/2005 - 04/02/2007

MORGAN STANLEY DW INC. (MENLO PARK CA)

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Licenses & Designations

BOTH

Issued 10/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 10/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yiding Lei.
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