Racquel
Ramlal-Slawinski

Transamerica Financial Advisors, Inc

CRD#3165650
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Racquel Ramlal-Slawinski is a financial advisor based in West Palm Beach, Florida, working with Transamerica Financial Advisors, Inc. Racquel has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Transamerica Worksite Marketing, Heartland Institute Of Financial Education, Rssa National Association Of Registered Social Security Analysts, Legacyshield, and Cheverly Stem Education Center. Racquel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Maryland, and Texas. Currently, Racquel is part of Transamerica Financial Advisors, Inc, which operates out of West Palm Beach, Florida. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2001 Palm Beach Lakes Blvd. Suite 414
West Palm Beach, FL 33409

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

FL Average: $1,855,561,029
Total Number of Employees

1,127

FL Average: 62
Total Number of Accounts

45,001

FL Average: 2,474
Average Account Size

$35,987

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Racquel Ramlal-Slawinski Work History

2022 - Present (3 years)

Legacyshield

2021 - Present (4 years)

Rssa National Association Of Registered Social Security Analysts

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2001 - Present (24 years)

World Financial Group, Inc

2020 - 2020 (< 1 year)

Cheverly Stem Education Center

2012 - 2015 (3 years)

Heartland Institute Of Financial Education

2011 - 2015 (4 years)

Transamerica Worksite Marketing

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Racquel Ramlal-Slawinski 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 Financial Advisors, Inc

Derek Thompson
New York, NY
Yancey Mbolda
Houston, TX
Sergio Xula
Villa Park, IL
Junwei Liu
West Covina, CA
Angel Vidal
Port Jefferson Station, NY
Jennifer Lewis
Cincinnati, OH
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

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