Sharalee
Pederson
Transamerica Financial Advisors, Inc
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About this Advisor
Sharalee Pederson is a financial advisor based out of Gunnison, Colorado with a total of 5 years of industry experience. Pederson is an employee of Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Colorado F & P, LLC, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Pederson Enterprises, Inc, Business Venture - Personal Rentals, Trailhead Children'S Museum, Velocity Property, LLC, Melaleuca, Inc, Health Trust Financial, Hallmark Homeowners Association, Durable Power Of Attorney Nola Pierce, Colonial Life, Girl Scouts Of Colorado, Estate Of Nola N Pierce Personal Representative, College Loan Freedom, Gunnison Village Properties, LLC, Wealthwave and Alignment Business Consulting, LLC. Pederson holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Colorado. Transamerica Financial Advisors, Inc is a registered investment firm headquartered in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It handles $2 billion in assets between its 59,659 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 59,659 client accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets. Transamerica Financial Advisors, Inc offers a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which services the firm provides the client. 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
Sharalee Pederson Work History
Sharalee has been registered as a financial advisor for 5 years.*
College Loan Freedom
Gunnison Village Properties, LLC
Wealthwave
Alignment Business Consulting, LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Pederson Enterprises, Inc
Velocity Property, LLC
Business Venture - Personal Rentals
Colorado F & P, LLC
Hallmark Homeowners Association
Estate Of Nola N Pierce Personal Representative
Colonial Life
Durable Power Of Attorney Nola Pierce
Health Trust Financial
Girl Scouts Of Colorado
Melaleuca, Inc
Trailhead Children'S Museum
*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 Sharalee Pederson 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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