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Weili Yu

Transamerica Financial Advisors, LLC

Braintree, MA

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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-28
NJ RA APPROVED 2021-01-15
MA RA APPROVED 2020-01-13
  • TX RA
    APPROVED_RES
    Since 2022-01-28
  • NJ RA
    APPROVED
    Since 2021-01-15
  • MA RA
    APPROVED
    Since 2020-01-13

Branch Locations

25 Braintree Hill Office Park Suite 204-A, Braintree, MA 02184 • 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
Transamerica Financial Advisors, Inc Braintree MA 09/2019 Present
World Financial Group, Inc. Braintree MA 03/2014 Present
Proctor Amp; Gamble Boston MA 02/2002 04/2019
  • 09/2019 → Present
    Transamerica Financial Advisors, Inc
    Braintree, MA
  • 03/2014 → Present
    World Financial Group, Inc.
    Braintree, MA
  • 02/2002 → 04/2019
    Proctor Amp; Gamble
    Boston, MA
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-03
S63 Uniform Securities Agent State Law Examination 2019-12-23
  • S65 Uniform Investment Adviser Law Examination
    2020-01-03
  • S63 Uniform Securities Agent State Law Examination
    2019-12-23

View on SEC IAPD

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ANNE NICOLE GOUTHRO
THOMAS HASTINGS FLETCHER
JOHN PAUL NAPOLITANO
Kate Elisabeth Chilson

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VOYA RETIREMENT ADVISORS, LLC · Braintree, MA
GREAT VALLEY ADVISOR GROUP, LLC · Braintree, MA
PEDDOCK CAPITAL ADVISORS, LLC · BRAINTREE, MA
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