Betzaida
Vargas Arroyo

Transamerica Financial Advisors, Inc

CRD#7861367
Investment Advisor
in Winter Park, FL

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About this Advisor

Betzaida Vargas Arroyo is a financial advisor based in Winter Park, Florida, working with Transamerica Financial Advisors, Inc. Betzaida has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Freelance Spanish Medical Interpreter, Social Security Administration, Samaritana Del Pozo, Inc (Nonprofit 501C3), Career Source Florida, Exp Real Estate Brokerage/Fig Team, Property Outlet International, Grupo Latinoamericano, Lspn Pro, Smart Choice, Bettr Income, Bolt Insurance, Ingram Spark Publishing Platform, Keller Williams Legacy Realty, All Insurance Group, and Wealthwave. Betzaida has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Betzaida is part of Transamerica Financial Advisors, Inc, which operates out of Winter Park, Florida. 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 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1035 S Semoran Blvd Ste 1031
Winter Park, FL 32792

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

FL Average: 62
Total Number of Accounts

45,001

FL Average: 2,474
Average Account Size

$35,987

FL Average: $750,025

Investment Advisory Services

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

Betzaida Vargas Arroyo Work History

2024 - Present (0 year)

Transamerica Financial Advisors, Inc

2024 - Present (0 year)

Keller Williams Legacy Realty

2024 - Present (0 year)

Wealthwave

2023 - Present (1 year)

Grupo Latinoamericano

2023 - Present (1 year)

Bettr Income

2023 - Present (1 year)

Bolt Insurance

2022 - Present (2 years)

Wfgia

2022 - Present (2 years)

Lspn Pro

2022 - Present (2 years)

All Insurance Group

2018 - Present (6 years)

Ingram Spark Publishing Platform

2023 - 2023 (< 1 year)

Exp Real Estate Brokerage/Fig Team

2023 - 2023 (< 1 year)

Property Outlet International

2023 - 2023 (< 1 year)

Smart Choice

2022 - 2022 (< 1 year)

Career Source Florida

2016 - 2023 (7 years)

Samaritana Del Pozo, Inc (Nonprofit 501C3)

2014 - 2018 (4 years)

Social Security Administration

2013 - 2014 (1 year)

Freelance Spanish Medical Interpreter

Disclosures

Please visit the SEC profile of Betzaida Vargas Arroyo 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

Liqiu Jiang
Alviso, CA
Alec Falkenberg
Perrysburg, OH
Sergio Xula
Villa Park, IL
Timothy Francis
Cincinnati, OH
Angel Vidal
Port Jefferson Station, NY
Jian Qi
Great Neck, NY
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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