Irma
Oke
Transamerica Financial Advisors, Inc
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About this Advisor
Irma Oke is a financial advisor who works out of Columbia, Maryland who has 11 years of industry experience. Oke works at Transamerica Financial Advisors, Inc. The advisor has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Golden Rule, Exotic Tastes, LLC, M V Solutions, LLC, Benefit Mall, Universal Wealth Management Group LLC, Debtmerica, Uber, Transamerica Employee Benefits, Dialog Direct - Qualfon, Transamerica Financial Advisors, Inc (16164), Integrity Marketing Group/Aimc, Assurance Iq, Inc, Lspn Pro, LLC, Universal Wealth Management Group LLC Dba Daycare Accountants, Jackson Hewitt and Heartland Institute Of Financial Education. Oke holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Transamerica Financial Advisors, Inc is a financial advisory firm based in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 employees. It oversees $2 billion in total assets between its 59,659 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services are provided. However, fee types charged 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
Irma Oke Work History
Irma has been registered as a financial advisor for 11 years.*
Lspn Pro, LLC
Universal Wealth Management Group LLC Dba Daycare Accountants
Assurance Iq, Inc
Jackson Hewitt
Transamerica Employee Benefits
Integrity Marketing Group/Aimc
Transamerica Financial Advisors, Inc
Uber
Heartland Institute Of Financial Education
Universal Wealth Management Group LLC
World Financial Group, Inc
Benefit Mall
Dialog Direct - Qualfon
Debtmerica
Transamerica Financial Advisors, Inc (16164)
Exotic Tastes, LLC
M V Solutions, LLC
Golden Rule
*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 Irma Oke 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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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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