Beverly Blanche Arias

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

• 10/2014 → 11/2017
  Pnc Investments
  Bradenton, FL
• 10/2014 → 11/2017
  Pnc Bank
  Bradenton, FL
• 12/2017 → Present
  Transamerica Retirement Solutions
  St. Petersburg, FL
• 12/2017 → Present
  Transamerica Investors Securities Corporation
  St. Petersburg, FL

Previous Registrations

• 2014-12-11 → 2017-12-06
  Pnc Wealth Management Llc
  Ft. Myers, FL
  Sarasota, FL
  Bradenton, FL
  Bradenton, FL
  Sarasota, FL
  Sarasota, FL
  Venice, FL
  Tampa, FL
  Sarasota, FL
  Sarasota, FL
  Sun City Center, FL
• 2011-10-25 → 2014-10-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Jacksonville, FL
  Tampa, FL
• 2010-04-30 → 2011-09-02
  Morgan Stanley
  Sarasota, FL
  Sarasota, FL
• 2006-06-19 → 2009-10-22
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2006-06-16
• S63 Uniform Securities Agent State Law Examination
  1985-06-03

Other Names

• Beverly Blanche Arias
• Beverly B Arias