Kelsea Alexandra Rowan

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

• 01/2021 → 04/2021
  Raymond James Associates
  Mt. Pleasant, SC
• 06/2019 → 01/2021
  Kiawah Island Club
  Johns Island, SC
• 08/2018 → 05/2019
  Jimmy Johns
  Clemson, SC
• 04/2018 → 07/2018
  Clemson Center For Career And Professional Development
  Clemson, SC
• 02/2017 → 03/2018
  Allstate: John Rose Agency
  Clemson, SC
• 06/2011 → 08/2017
  Full-Time Education
  Clemson, SC
• 07/2021 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 07/2024 → Present
  Transamerica Investors Securities Corporation
  Myrtle Beach, SC
• 07/2024 → Present
  Transamerica Life Insurance Company
  Myrtle Beach, SC

Previous Registrations

• 2022-10-10 → 2024-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Mount Pleasant, SC

Other Businesses

I*1672268, Name of OBA: doordash Address: Investment Related: N Position, Title, Association: N Employee Start Date: N/A No Hours: N/A No Hours during trading: N/A Duties: Food delivery service/. pick up orders from restaurants and deliver to homes of people.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-24

Other Names

• Kelsea Alexandra Rowan
• Kelsea Rowan