Mario Ernesto Moreira

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

• 04/2018 → Present
  Transamerica Financial Advisors, Llc
  West Covina, CA
• 11/2015 → Present
  Wfg
  West Covina, CA
• 01/2012 → Present
  Moreira, Inc. Dba. Metro Plywood
  Paramount, CA
• 05/2012 → Present
  Maer, Inc. Dba. Metro Plywood
  Los Angeles, CA
• 05/2012 → Present
  Fine, Inc. Dba. Metro Plywood And Harware
  Gardena, CA
• 09/2015 → Present
  Fine Real Estate Investments, Llc.
  Paramount, CA
• 09/2016 → 11/2020
  2000 Insurance Service
  Paramount, CA
• 11/2020 → Present
  Wfgia
  West Covina, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MOREIRA, INC. DBA. METRO PLYWOOD/Investment Related - No/15733 colorado ave. paramount, ca. 90723/SELL PRODUCTS (PLYWOOD, LUMBER, HARDWARE) TO FURNITURE AND KITCHEN CABINET BUILDERS/PRESIDENT/11.2012/20/10/OVERLOOK GENERAL ACTIVITIES OF THE COMPANY AND SIGN CHECKS FOR VENDORS AND EMPLOYEES MAER, INC. DBA. METRO PLYWOOD/Investment Related - No/1001 E. SLAUSON AVE. LOS ANGELES, CA. 90011 323-234-6421/SELL PLYWOOD, LUMBER AND HARDWARE TO FURNITURE MAKERS AND KITCHEN CABINETS BUILDERS/OWNER/PRESIDENT/05.2012/10/0/CHECK SIGNOR FINE, INC. DBA. METRO PLYWOOD AND HARWARE/Investment Related - No/13102 HALLDALE AVE. GARDENA, CA. 90249 310-516-8119/SELL PLYWOOD, LUMBER AND HADWARE TO FURNITURE MAKERS AND KITCHEN CABINETS BUILDERS./OWNER/PRESIDENT/05.2012/5/0/CHECK SIGNOR FOR VENDORS AND PAYROLL FINE REAL ESTATE INVESTMENTS, LLC./Investment Related - Yes/15733 COLORADO AVE. PARAMOUNT, CA. 90723 562-688-9624/OWNS A 5 UNITS REAL ESTATE PROPERTY FOR RENTING (821 W. 62ND. STREET, LOS ANGELES, CA. 90004/OWNER/MANAGER/09.2015/5/0/CHECK 2000 INSURANCE SERVICE/Investment Related - No/15110 PARAMOUNT BL. PARAMOUNT, CA. 90723/TO OFFER AUTO, HOME AND COMMERCIAL INSURANCE AS WELL AS AUTO REGISTRATION TO THE PUBLIC./OWNER/09.2016/5/0/CHECK SIGNOR

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-06
• S63 Uniform Securities Agent State Law Examination
  2018-05-30