Francisco Jose Fuentes

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 08/2018
  Cetera Financial Specialists
  Schaumburg, IL
• 11/2005 → 08/2018
  Cetera Investments Advisers
  Schaumburg, IL
• 06/2010 → 08/2018
  Protranslating
  Coral Gables, FL
• 08/2018 → Present
  Transamerica Retirement Solutions
  Miami, FL
• 09/2018 → Present
  Transamerica Investors Securities Corporation
  Miami, FL

Previous Registrations

• 2005-11-15 → 2018-09-05
  Cetera Investment Advisers Llc
  Miami, FL
  Miami Lakes, FL
  Miami, FL
• 2005-02-11 → 2005-11-23
  Equity Services, Inc.
  Coral Gables, FL
• 2000-10-06 → 2004-09-28
  Valic Financial Advisors, Inc.
  Coral Gables, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1999-07-23

Designations

• Certified Financial Planner

Other Names

• Frank Fuentes