Denise Rose Page

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

• 03/2013 → 12/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2014 → 12/2023
  Bank Of America, N.A.
  Jacksonville, FL
• 12/2023 → Present
  Transamerica Life Insurance Company
  Ormond Beach, FL
• 12/2023 → Present
  Transamerica Investors Securities Corporation
  Ormond Beach, FL

Previous Registrations

• 2014-07-30 → 2023-12-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  New York, NY
  Orlando, FL
  Jacksonville, FL
  Orlando, FL
  Orlando, FL
  Ormond Beach, FL
  Ormond Beach, FL
  Ormond Beach, FL
  Ormond Beach, FL
  Jacksonville, FL

Other Businesses

For profit or not for profit: Name of outside business organization: Rental Property - Ocoee Investment related: N Address of business: Ocoee, Florida, 34761 Nature of business: Rental Property Position, title, association: Co-owner with other family member Start date of relationship: 10/1/2021 Number of hours devoted: 1 hour month Number of hours devoted during trading hours: 0 Duties: rent property, manage repairs, receive rent

Exams

• S66 Uniform Combined State Law Examination
  2014-06-20
• S63 Uniform Securities Agent State Law Examination
  2009-07-14

Other Names

• Denise Rose Speller
• Denise Rose Goode