Jeffrey
Cuenco
Transamerica Financial Advisors, Inc
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About this Advisor
Jeffrey Cuenco is a financial advisor operating in San Diego, California. Cuenco works at Transamerica Financial Advisors, Inc. Throughout their career, Cuenco has worked at National Instruments, Thank You Plan Ii, LLC, Uber, Lyft, Sentek Global, World Financial Group, Inc, Northrop Grumman Corporation, Shopify.Com, Empowerment Warrior Consulting, Inc, Blake Nubar, Transamerica Financial Advisors, Inc, Computer Sciences Corporation (Csc), Zymes Express, Inc, Ceo Space International, Professional Gallivanter, Inc, Amazon.Com Services LLC, La Jolla Presidents Lions Club and Mytype. Cuenco maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Transamerica Financial Advisors, Inc is a financial advisory company that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It manages $2 billion in assets between its 59,659 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Transamerica Financial Advisors, Inc performs a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice are based on which services the firm provides the client. However, fees 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
Jeffrey Cuenco Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Transamerica Financial Advisors, Inc
Amazon.Com Services LLC
Empowerment Warrior Consulting, Inc
Blake Nubar
Northrop Grumman Corporation
Shopify.Com
La Jolla Presidents Lions Club
Professional Gallivanter, Inc
World Financial Group, Inc
Empowerment Warrior Consulting, Inc
Blake Nubar
Shopify.Com
Northrop Grumman Corporation
Mytype
National Instruments
Lyft
Lyft
National Instruments
Mytype
Thank You Plan Ii, LLC
Uber
Ceo Space International
Zymes Express, Inc
Computer Sciences Corporation (Csc)
Transamerica Financial Advisors, Inc
Sentek Global
*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 Jeffrey Cuenco 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
Fort Myers, FL
Cincinnati, OH
Orem, UT
Braintree, MA
Woodland Hills, CA
San Antonio, TX
Colorado Springs, CO
Pasadena, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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