Donna
Snider
Transamerica Retirement Advisors, LLC
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About this Advisor
Donna Snider is a financial advisor operating in Roswell, Georgia who has 1 year of industry experience. Snider currently works for Transamerica Retirement Advisors, LLC. Throughout their career, Snider has worked 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. Snider maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Transamerica Retirement Advisors, LLC is a registered investment company operating out of Saint Paul, MN. It has offices in 20 locations and a total of 311 financial advisors. It manages $10 billion in total assets across its 147,144 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The company provides a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fees usually depend on the services provided. However, fee types billed by Transamerica Retirement Advisors, LLC most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
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
Donna has been registered as a financial advisor for 1 years.*
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
*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 Donna Snider 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
Round Rock, TX
Saint Petersburg, FL
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Acworth, GA
Manitou Springs, CO
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Tolleson, AZ
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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