Racquel Roxann Ramlal-Slawinski

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

• 06/2001 → Present
  World Financial Group, Inc.
  West Palm Beach, FL
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  West Palm Beach, FL
• 01/2020 → 10/2020
  Cheverly Stem Education Center
  Cheverly, MD
• 10/2021 → Present
  Rssa National Association Of Registered Social Security Analysts
  Melville, NY
• 09/2022 → Present
  Legacyshield
  Pointe Vedra Beach, FL

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. RSSA National Association of Registered Social Security Analysts / 1021-Present / Investment Related: No / 68 South Service Road, Suite 100 Melville, NY 11747 /RSSA/ Social Security Education / Hrs. Work Monthly: 10 / Sec Trading Hrs: 1 / I do not have any daily responsibility however on occasion when I met someone who needs more information about Social Security I would use tools to help them . I may also conduct some group education about Social Security. LEGACYSHIELD POSITION: Associate NATURE: Estate Planning - Wills, Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/16/2022 ADDRESS: 830 A1A North suite 13-139, Pointe Vedra Beach FL 32082, United States DESCRIPTION: I would like to offer their estate plan packages to include the Trusts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-12
• S63 Uniform Securities Agent State Law Examination
  1999-01-07

Other Names

• Racquel Ramlal
• Racquel Roxann Ramlal