Best Investors Account Sign in
Claim This Profile
Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-02
MD RA APPROVED 2025-01-02
NJ RA APPROVED 2025-01-02
TX RA APPROVED_RES 2022-09-19
  • FL RA
    APPROVED
    Since 2025-01-02
  • MD RA
    APPROVED
    Since 2025-01-02
  • NJ RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED_RES
    Since 2022-09-19

Branch Locations

2001 Palm Beach Lakes Blvd. Suite 414, West Palm Beach, FL 33409 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group, Inc. West Palm Beach FL 06/2001 Present
Transamerica Financial Advisors, Inc West Palm Beach FL 01/2012 Present
Cheverly Stem Education Center Cheverly MD 01/2020 10/2020
Rssa National Association Of Registered Social Security Analysts Melville NY 10/2021 Present
Legacyshield Pointe Vedra Beach FL 09/2022 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-12
S63 Uniform Securities Agent State Law Examination 1999-01-07
  • 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

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor