Sergio
Xula
Transamerica Financial Advisors, Inc
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About this Advisor
Sergio Xula is a financial advisor who works in Villa Park, Illinois who has 5 years of industry experience. Xula is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Chase Investment Services Corp, Snx Consultants Inc, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Adler Schools, 5/3 Bank, Chase, Heartland Payment Systems, Heartland Institute Of Financial Education, Sergio Xula, Mfa Mortgage Services Inc, The Stewart Insurance And Financial Services Agency LLC, Aflac, Mfs Insurance Services, Inc, Exprelaty and Paramount Residential Mortgage Group Inc. Xula maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Transamerica Financial Advisors, Inc is a registered investment company headquartered in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in total assets across its 59,659 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company performs a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which services the firm provides the client. However, fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Sergio Xula Work History
Sergio has been registered as a financial advisor for 5 years.*
Paramount Residential Mortgage Group Inc
Mfs Insurance Services, Inc
Exprelaty
Mfa Mortgage Services Inc
Aflac
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Heartland Institute Of Financial Education
Sergio Xula
Snx Consultants Inc
The Stewart Insurance And Financial Services Agency LLC
Heartland Payment Systems
Adler Schools
5/3 Bank
Chase Investment Services Corp
Chase
*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 Sergio Xula 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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