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Zoe Jacqueline Derr

Transamerica Retirement Advisors, LLC

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About Zoe Jacqueline Derr

Zoe Jacqueline Derr is a registered representative with Transamerica Retirement Advisors, LLC. Zoe Jacqueline Derr is also a registered investment advisor representative. Zoe Jacqueline Derr has been in the financial industry since May 18, 2022. Zoe Jacqueline Derr has passed the Series 66, Series 7TO, and the SIE exam. Zoe Jacqueline Derr is registered to provide investment advice in Florida, New Jersey, and New York. Zoe Jacqueline Derr specializes in providing financial advice to individuals and businesses. Zoe Jacqueline Derr is also experienced in working with pension and profit-sharing plans. Zoe Jacqueline Derr is a registered representative of Transamerica Investors Securities, LLC and Transamerica Life Insurance Company.

Firm Information

Zoe Derr is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zoe Derr’s Registration & Firm History

TX

02/06/2025 - Present

Transamerica Retirement Advisors, LLC (El Paso TX)

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Licenses & Designations

BOTH

Issued 07/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zoe Jacqueline Derr.
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