Donna
Snider
Transamerica Retirement Advisors, LLC
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About this Advisor
Donna Snider is a financial advisor based in Roswell, Georgia, working with Transamerica Retirement Advisors, LLC. Donna has previously held positions at Bmo Harris Financial Advisors, Inc, Bmo Investment Distributors, LLC, Oneamerica Retirement Services, Oneamerica Securities, Cetera Advisor Networks, Alliant Retirement Services, LLC Dba Alliant Retirement Consulti, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. Donna has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Donna is part of Transamerica Retirement Advisors, LLC, which operates out of Roswell, Georgia. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion. The services offered by the firm include 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
Donna Snider Work History
Transamerica Investors Securities Corporation
Transamerica Life Insurance Company
Cetera Advisor Networks
Alliant Retirement Services, LLC Dba Alliant Retirement Consulti
Bmo Investment Distributors, LLC
Oneamerica Retirement Services
Oneamerica Securities
Bmo Harris Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Donna Snider 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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