Nailah
Generette

Transamerica Retirement Advisors, LLC

CRD#2974674
Investment Advisor
in Owings Mills, MD

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About this Advisor

Nailah Generette is a financial advisor based in Owings Mills, Maryland. Generette is an employee of Transamerica Retirement Advisors, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, Guggenheim Investments, Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Generette holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in Maryland. Transamerica Retirement Advisors, LLC is a financial advisory business that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 20 locations and a total of 311 advisors. It has $10 billion in total assets among its 147,144 customer accounts, placing it among the biggest firms in the United States by assets under management. Transamerica Retirement Advisors, LLC provides a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors typically depend on which service is offered. Fee types billed by Transamerica Retirement Advisors, LLC most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Owings Mills, MD

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

MD Average: $5,289,111,388
Total Number of Employees

311

MD Average: 157
Total Number of Accounts

147,144

MD Average: 8,262
Average Account Size

$70,371

MD Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Nailah Generette Work History

Nailah has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Transamerica Life Insurance Company

2023 - Present (1 year)

Transamerica Investors Securities Corporation

2021 - 2023 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2023 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2016 (2 years)

Guggenheim Investments

2012 - 2013 (1 year)

Morgan Stanley

*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 Nailah Generette 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

Barnabas White
Acworth, GA
Edward Marrone
Manitou Springs, CO
Kevin Miller
Southampton, NJ
Steven Beller
Macomb, MI
Duncan Campbell
Round Rock, TX
Sheila Gindhart
Mukwonago, WI
Jonathan Velez
Saint Petersburg, FL
Kent Colwell
Vista, CA

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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