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Steven Kevin Beller

Transamerica Retirement Advisors, LLC

Macomb, MI

CRD 2361718

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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
MI RA APPROVED 2014-04-16
  • MI RA
    APPROVED
    Since 2014-04-16

Branch Locations

Macomb, MI • 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 Retirement Solutions Macomb MI 02/2014 Present
Transamerica Investors Securities Corporation Macomb MI 04/2014 Present
  • 02/2014 → Present
    Transamerica Retirement Solutions
    Macomb, MI
  • 04/2014 → Present
    Transamerica Investors Securities Corporation
    Macomb, MI
Previous Registrations
  • 2013-04-25 → 2013-11-20
    Ljpr Financial Advisors
    Troy, MI
  • 2007-10-19 → 2009-10-02
    Natcity Investments, Inc.
    Troy, MI
  • 2006-10-20 → 2007-08-02
    Td Ameritrade, Inc.
    Birmingham, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-23
S63 Uniform Securities Agent State Law Examination 1993-08-30
  • S65 Uniform Investment Adviser Law Examination
    2013-04-23
  • S63 Uniform Securities Agent State Law Examination
    1993-08-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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