Reuben Philip Daniel

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Transamerica Financial Advisors, Inc
  Ann Arbor, MI
• 03/2020 → Present
  World Financial Group, Inc.
  Ann Arbor, MI
• 06/2008 → Present
  Dxc Technology
  Auburn Hills, MI

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc DXC TECHNOLOGY/Investment Related - No/1775 Tysons Blvd, Tysons, VA 22102 Phone: (703) 245-9700/DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience. Learn more about how we deliver excellence for our customer/SR. PROFESSIONAL SYSTEM ADMINISTRATOR/06.2008/40/0/Managing Windows systems. Upgrading, installing, and configuring application software and computer hardware. Troubleshooting and providing technical support to employees. Creating and managing system permissions and user accounts.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-09