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Yvonne Yifan Chan

Transamerica Financial Advisors, Inc.

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About Yvonne Yifan Chan

Yvonne Yifan Chan is a financial advisor with Transamerica Financial Advisors, Inc. Yvonne has been in the industry since 2002. Yvonne holds Series 6, Series 63, and SIE licenses. Yvonne is registered in California. Yvonne has previous experience with FARMERS FINANCIAL SOLUTIONS, LLC, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and ALLSTATE FINANCIAL SERVICES, LLC.

Firm Information

Yvonne Chan 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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Yvonne Chan’s Registration & Firm History

CA

11/17/2017 - Present

Transamerica Financial Advisors, Inc. (BREA CA)

CA

07/23/2003 - 01/07/2016

FARMERS FINANCIAL SOLUTIONS, LLC (ANAHEIM CA)

MA

08/28/2002 - 06/25/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/28/2002 - 06/25/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NE

06/05/2002 - 10/10/2002

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

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Licenses & Designations

BC

Issued 07/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Yvonne Yifan Chan. Review regulatory record here.
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