Laura
Mataitis
Transamerica Retirement Advisors, LLC
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About this Advisor
Laura Mataitis is a financial advisor based in Tampa, Florida, working with Transamerica Retirement Advisors, LLC. Laura has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Branch Banking And Trust Company, Cbs Corporation, Reinhart Foodservice, Bank Of America, N.A, Gte Federal Credit Union, Cetera Investment Services LLC, Cetera Investment Advisers LLC, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Elevated Wine And Spirits, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. Laura has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Laura is part of Transamerica Retirement Advisors, LLC, which operates out of Tampa, Florida. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Transamerica Retirement Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$12,680,043,622
333
160,403
$79,051
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Laura Mataitis Work History
Transamerica Investors Securities Corporation
Transamerica Life Insurance Company
Elevated Wine And Spirits
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Gte Federal Credit Union
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Branch Banking And Trust Company
Cbs Corporation
Reinhart Foodservice
Disclosures
Please visit the SEC profile of Laura Mataitis 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
Minneapolis, MN
Lakeville, MN
Evergreen, CO
Denver, CO
Houston, TX
Macomb, MI
Stillwater, MN
Tampa, FL
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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