Best Investors Account Sign in

Jasmine Edith Gregg

Transamerica Retirement Advisors, LLC

Hickory Creek, TX

CRD 6101617

Claim This Profile
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:

Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-11-22
  • TX RA
    APPROVED
    Since 2017-11-22

Branch Locations

Hickory Creek, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 02/2014 12/2016
Transamerica Retirement Solutions Irving TX 06/2017 Present
Transamerica Investors Securities Corporation Irving TX 06/2017 Present
University Of Texas In Arlington Arlington TX 01/2017 05/2017
  • 02/2014 → 12/2016
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 06/2017 → Present
    Transamerica Retirement Solutions
    Irving, TX
  • 06/2017 → Present
    Transamerica Investors Securities Corporation
    Irving, TX
  • 01/2017 → 05/2017
    University Of Texas In Arlington
    Arlington, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-22
  • S66 Uniform Combined State Law Examination
    2017-11-22
Other Names
  • Jasmine Edith Cortes

View on SEC IAPD

More in Hickory Creek, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor