Martha Reynoso

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

• 04/2017 → 06/2019
  Assetmark Financial, Inc.
  Phoenix, AZ
• 04/2017 → 06/2019
  Assetmark Brokerage, Llc
  Phoenix, AZ
• 08/2019 → 07/2020
  Apex
  Scottsdale, AZ
• 08/2019 → 06/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 08/2019 → 07/2020
  Usaa Investment Services Company
  Phoenix, AZ
• 06/2019 → 08/2019
  Unemployed
  Phoenix, AZ
• 07/2020 → 03/2021
  Valic Financial Advisors, Inc.
  Phoenix, AZ
• 03/2021 → Present
  Transamerica Life Insurance Company
  Tolleson, AZ
• 03/2021 → Present
  Transamerica Investors Securities Corporation
  Tolleson, AZ
• 05/2016 → 04/2017
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2020-08-06 → 2021-03-29
  Valic Financial Advisors, Inc.
  Phoenix, AZ
• 2019-09-09 → 2020-07-30
  Usaa Investment Services Company
  Phoenix, AZ
  Phoenix, AZ
  Colorado Springs, CO
• 2017-05-15 → 2019-06-04
  Assetmark, Inc.
  Phoenix, AZ
  Concord, CA
• 2016-09-13 → 2017-04-12
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2016-09-12