Ali
Shingjergji

Transamerica Retirement Advisors, LLC

CRD#6733813
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Ali Shingjergji is a financial advisor based in Saint Petersburg, Florida with 5 years of industry experience. Shingjergji is an employee of Transamerica Retirement Advisors, LLC. Over the course of their career, they have held roles at Universiteti Aleksander Xhuvani, Elbasan, Foresters Financial Services, Amerilife Inc, Transamerica Life Insurance Inc, Transamerica Retirement Solutions and Transamerica Investors Securities Corporation. Shingjergji has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. Transamerica Retirement Advisors, LLC is an advisory business that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 20 locations and a total of 311 people on staff. It handles $10 billion in assets between its 147,144 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Transamerica Retirement Advisors, LLC has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors usually vary depending on the type of services provided. Fees billed by Transamerica Retirement Advisors, LLC likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

570 Carrilon Parkway
Saint Petersburg, FL 33716

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

FL Average: $5,289,111,388
Total Number of Employees

311

FL Average: 157
Total Number of Accounts

147,144

FL Average: 8,262
Average Account Size

$70,371

FL Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Ali Shingjergji Work History

Ali has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Transamerica Retirement Solutions

2018 - Present (6 years)

Transamerica Investors Securities Corporation

2017 - 2017 (< 1 year)

Amerilife Inc

2017 - 2018 (1 year)

Transamerica Life Insurance Inc

2016 - 2017 (1 year)

Foresters Financial Services

2008 - 2016 (8 years)

Universiteti Aleksander Xhuvani, Elbasan

*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 Ali Shingjergji 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 Retirement Advisors, LLC

Jonathan Velez
Saint Petersburg, FL
Barnabas White
Acworth, GA
Andrew Rizk
San Diego, CA
Jasmine Gregg
Lewisville, TX
Kent Colwell
Vista, CA
Kevin Miller
Southampton, NJ
Elisabeth Henderson
Saint Petersburg, FL
Steven Beller
Macomb, MI

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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