Pamela
Kourtakis
Transamerica Financial Advisors, Inc
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About this Advisor
Pamela Kourtakis is a financial advisor who works out of Newport Beach, California with a total of 1 year of relevant experience. Kourtakis is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Jpmorgan Chase Bank, Fast N Easy Vending, J.P. Morgan Securities LLC, Metlife, Berkshire Hathaway, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Equity Services, Inc, Aaa, World Financial Group, Inc and Transamerica Financial Advisors, Inc. Kourtakis maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 employees. It administers $2 billion in assets among its 59,659 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets. The company performs a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend 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
Pamela Kourtakis Work History
Pamela has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Aaa
Berkshire Hathaway
Equity Services, Inc
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Metlife
Jpmorgan Chase Bank
J.P. Morgan Securities LLC
Fast N Easy Vending
*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 Pamela Kourtakis 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
San Antonio, TX
Downers Grove, IL
Draper, UT
Braintree, MA
San Carlos, CA
Bridgeport, MI
Irvine, CA
Plano, TX
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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