Kamel
Shaheen
Transamerica Financial Advisors, Inc
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About this Advisor
Kamel Shaheen is a financial advisor operating in San Jose, California. Shaheen is an advisor for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Financial Group, Inc, New York Life Insurance, Pierce Alexander Realtors, Thrifty Home Loans, Farmers Insurance Group, World Financial Group, Kamel Paul Shaheen Real Estate Investor, Farmers Financial Solutions, Transamerica Financial Advisors, Inc, Kamel Shaheen Real Estate Owner, Hamilton Banc Mortgage, Ny Life Securities, First Choice Funding Mortgage, Kamel Shaheen Real Estate Broker, Hamilton Real Estate, Coldwell Banker Residential Brokeage and Kamel Shaheen Real Estate. Shaheen has Series 63 and Series 65 licenses, qualifying 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 business based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It controls $2 billion in assets among its 59,659 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. The business provides a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice usually depend on the type of services offered. However, fee types charged 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
Kamel Shaheen Work History
Kamel has been registered as a financial advisor for 0 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Kamel Paul Shaheen Real Estate Investor
Farmers Financial Solutions
Farmers Insurance Group
World Financial Group, Inc
Farmers Insurance Group
World Financial Group
World Financial Group
Transamerica Financial Advisors, Inc
New York Life Insurance
Ny Life Securities
New York Life Insurance
Thrifty Home Loans
Pierce Alexander Realtors
Transamerica Financial Advisors, Inc
Kamel Shaheen Real Estate Broker
Hamilton Real Estate
Transamerica Financial Advisors, Inc
Hamilton Banc Mortgage
Hamilton Banc Mortgage
Transamerica Financial Advisors, Inc
Coldwell Banker Residential Brokeage
First Choice Funding Mortgage
Kamel Shaheen Real Estate Owner
Kamel Shaheen Real Estate
*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 Kamel Shaheen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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