Delane
Schieferstein

Transamerica Financial Advisors, Inc

CRD#1617807
Investment Advisor
in Duluth, GA

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About this Advisor

Delane Schieferstein is a financial advisor who works out of Duluth, Georgia with 2 years of relevant experience. Schieferstein is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Panacea Limousine Inc, D. R. Schieferstein, Licensed Massage Therapist, Methodist Richardson Medical Center Foundation, Leadership Richardson Alumni Association, Richardson East Rotary Club, Methodist Richardson Medical Center Patient Family Advisory Coun and Challenge Air For Kids And Friends. Schieferstein maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Georgia and Texas. Transamerica Financial Advisors, Inc is a business operating out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It controls $2 billion in total assets between its 59,659 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. Transamerica Financial Advisors, Inc offers a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually depend on which services are provided. Fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

11315 Johns Creek Pkwy. 2Nd Floor
Duluth, GA 30097

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

GA Average: 62
Total Number of Accounts

59,659

GA Average: 2,474
Average Account Size

$30,430

GA Average: $750,025

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

Delane Schieferstein Work History

Delane has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Challenge Air For Kids And Friends

2015 - Present (9 years)

Transamerica Financial Advisors, Inc

2014 - Present (10 years)

World Financial Group, Inc

2012 - Present (12 years)

Richardson East Rotary Club

2010 - Present (14 years)

Leadership Richardson Alumni Association

2019 - 2022 (3 years)

Methodist Richardson Medical Center Patient Family Advisory Coun

2015 - 2018 (3 years)

Methodist Richardson Medical Center Foundation

1996 - 2022 (26 years)

Panacea Limousine Inc

1995 - 2022 (27 years)

D. R. Schieferstein, Licensed Massage Therapist

*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 Delane Schieferstein 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

Tarl Reynoso
Orem, UT
Derrick Choi
Braintree, MA
Qi Dong
Plano, TX
Karen Ahn
Draper, UT
Amanda Ryba
San Jose, CA
Raul Reyes
Woodland Hills, CA
Chad Tacia
San Antonio, TX
Michael Burns
Braintree, MA

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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