Anna
Rinos
Transamerica Financial Advisors, Inc
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About this Advisor
Anna Rinos is a financial advisor working out of Thousand Oaks, California with 1 year of industry experience. Rinos works at Transamerica Financial Advisors, Inc. Throughout their career, they have worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student, Northwest Savings Bank, Buckle, Inc, Walden Therapy And Counseling, Shegerian And Associates, Inc, Shop N' Save, Ventura County Big Brother Big Sister, X-Clusive Holdings, LLC, Manny More Holdings, LLC and Lspn Pro, LLC. Rinos has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Transamerica Financial Advisors, Inc is a registered investment company that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It oversees $2 billion in total assets across its 59,659 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on which services the firm provides the client. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Anna Rinos Work History
Anna has been registered as a financial advisor for 1 years.*
Lspn Pro, LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Ventura County Big Brother Big Sister
Manny More Holdings, LLC
X-Clusive Holdings, LLC
Shegerian And Associates, Inc
Walden Therapy And Counseling
Buckle, Inc
Student
Student
Northwest Savings Bank
Buckle, Inc
Shop N' Save
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anna Rinos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Draper, UT
Downers Grove, IL
Rancho Santa Margarita, CA
San Antonio, TX
Englewood, CO
Allentown, PA
San Antonio, TX
Braintree, MA
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