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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-02-26 |
| TX | RA | APPROVED | 2016-02-26 |
Branch Locations
One Trans Am Plaza, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldana Financial Group Llc | Grayslake | IL | 04/2008 | Present |
| Transamerica Financial Advisors, Inc | Oakbrook Terrace | IL | 02/2016 | Present |
| Wfgia | Oakbrook Terrace | IL | 12/2015 | Present |
| American Equity | West Des Moines | IA | 08/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ALDANA FINANCIAL GROUP LLC/Investment Related - No/17350 W Woodland Dr, Grayslake, IL 60030/life, annuities, ltc, health disability/Pres/Ceo/Agent/04.2008/10/0/management and sales of the above AMERICAN EQUITY POSITION: Agent NATURE: Fixed Indexed Annuity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2022 ADDRESS: 6000 Westown Parkway, West Des Moines IA 50266, United States DESCRIPTION: I had them before WFG, have not sold since i got affiliated with WFG, but I serviced my clients before WFG.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-21 |
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