Princess Gertrude
Baylosis Quianzon

Transamerica Financial Advisors, Inc

CRD#6408135
Investment Advisor
in Pleasanton, CA

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About this Advisor

Princess Gertrude Baylosis Quianzon is a financial advisor based in Pleasanton, California, working with Transamerica Financial Advisors, Inc. Princess has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Regional Medical Center Of San Jose, Washington Hospital, Eden Villa, Kairos Homecare, Washington Hospital Healthcare System, Kaiser Permanente- San Leandro Medical Center, and Kaiser Permanente Modesto. Princess has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Princess is part of Transamerica Financial Advisors, Inc, which operates out of Pleasanton, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

6700 Koll Center Pkwy Suite 160-P
Pleasanton, CA 94566

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

CA Average: $1,855,561,029
Total Number of Employees

1,127

CA Average: 62
Total Number of Accounts

45,001

CA Average: 2,474
Average Account Size

$35,987

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Princess Gertrude Baylosis Quianzon Work History

2022 - Present (3 years)

Kaiser Permanente Modesto

2021 - Present (4 years)

Kaiser Permanente- San Leandro Medical Center

2014 - Present (11 years)

Transamerica Financial Advisors, Inc

2013 - Present (12 years)

World Financial Group, Inc

2019 - 2023 (4 years)

Washington Hospital Healthcare System

2018 - 2022 (4 years)

Kairos Homecare

2013 - 2022 (9 years)

Eden Villa

2012 - 2019 (7 years)

Regional Medical Center Of San Jose

2010 - 2014 (4 years)

Washington Hospital

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Princess Gertrude Baylosis Quianzon 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

Junwei Liu
West Covina, CA
Pamela Rodriguez Reiffert
San Antonio, TX
Jonathan Fonash
Cedar Rapids, IA
Kevin Brunkow
Englewood, CO
Steven Smith
Portland, OR
Derek Thompson
New York, NY
Robin Corley
Falls Church, VA
Sergio Xula
Villa Park, IL

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