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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
CA RA APPROVED 2013-11-12
  • CA RA
    APPROVED
    Since 2013-11-12

Branch Locations

515 Marin Street Suite 408, Thousand Oaks, CA 91360 • 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 Agoura Hills CA 04/2013 Present
World Financial Group, Inc. Agoura Hills CA 09/2012 Present
Cooper Properties West Hills CA 04/2009 03/2017
Stephanie Storey Notary Public West Hills CA 10/2001 Present
Zein Insurance Services Inc. Woodland Hills CA 07/2015 11/2017
Johnsonwood, Inc West Hills CA 01/2014 02/2017
Pinnacle Estate Property Inc., Robert Booth Agent Northridge CA 05/2017 Present
Stephanie Storey, Sole Proprietor West Hills CA 01/2017 Present
Debt Negotiators Sehrman Oaks CA 05/2017 03/2022
Anthem Newbeury CA 03/2017 05/2018
Aetna Hartfod CA 03/2017 05/2018
Proctor Gallagher Institute Scottsdale AZ 06/2021 08/2021
  • 04/2013 → Present
    Transamerica Financial Advisors, Inc
    Agoura Hills, CA
  • 09/2012 → Present
    World Financial Group, Inc.
    Agoura Hills, CA
  • 04/2009 → 03/2017
    Cooper Properties
    West Hills, CA
  • 10/2001 → Present
    Stephanie Storey Notary Public
    West Hills, CA
  • 07/2015 → 11/2017
    Zein Insurance Services Inc.
    Woodland Hills, CA
  • 01/2014 → 02/2017
    Johnsonwood, Inc
    West Hills, CA
  • 05/2017 → Present
    Pinnacle Estate Property Inc., Robert Booth Agent
    Northridge, CA
  • 01/2017 → Present
    Stephanie Storey, Sole Proprietor
    West Hills, CA
  • 05/2017 → 03/2022
    Debt Negotiators
    Sehrman Oaks, CA
  • 03/2017 → 05/2018
    Anthem
    Newbeury, CA
  • 03/2017 → 05/2018
    Aetna
    Hartfod, CA
  • 06/2021 → 08/2021
    Proctor Gallagher Institute
    Scottsdale, AZ
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. STEPHANIE STOREY NOTARY PUBLIC/INVESTMENT RELATED - NO/22145 HACKNEY STREET, WEST HILLS, CA 91304/NOTARIZING DOCUMENTS/NOTARY/10.2001/5/5/NOTARIZING DOCUMENTS#10;#10; Pinnacle Estate Property Inc. Robert Booth Agent/Yes/9137 Reseda Blvd/Northridge/CA/91324/Real estate sales/Real Estate Agent/05.01.2017/10/5/Finding suitable homes for interested parties and selling homes. Real Estate Agent. Finding buyers and sellers of homes and referring them to Robert Booth. Stephanie Storey, Sole Proprietor/No/22145 Hackney Street/West Hills/CA/91304/This is my business license so that I can file a Schedule "C" on my tax return/Professions/Occupations/01.01.2017/0/0/None, this is just for tax purposes only.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-12
S63 Uniform Securities Agent State Law Examination 2013-07-25
  • S65 Uniform Investment Adviser Law Examination
    2013-11-12
  • S63 Uniform Securities Agent State Law Examination
    2013-07-25
Other Names
  • Stephanie Walinski

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