Geraldine Cook

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

• 08/2016 → 11/2017
  Franklin Templeton Investor Services Llc
  Saint Petersburg, FL
• 04/2018 → 07/2019
  Franklin Templeton Companies Llc
  Saint Petersburg, FL
• 11/2017 → 04/2018
  Templeton Franklin Investments Services, Inc.
  St. Petersburg, FL
• 07/2019 → 08/2020
  Franklin Templeton Financial Services Corp.
  St. Petersburg, FL
• 09/2021 → Present
  Transamerica Life Insurance Company
  Saint Petersburg, FL
• 08/2020 → 09/2021
  N/A
  Saint Petersburg, FL
• 09/2021 → Present
  Transamerica Investors Securities Corporation
  Saint Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-31
• S63 Uniform Securities Agent State Law Examination
  2019-07-03

Other Names

• Geraldine Yordi