Sheena
Young
Transamerica Financial Advisors, Inc
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About this Advisor
Sheena Young is a financial advisor based out of Columbia, Maryland with a total of 1 year of relevant experience. Young is an advisor for Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Mriglobal, Signature Science, U.S. Army Medical Research Institute Of Chemical Defense, Student, Gem Consortium, National Institute On Drug Abuse and Stempire Inc. Young has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland. Transamerica Financial Advisors, Inc is a registered investment firm operating out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It controls $2 billion in assets under management among its 59,659 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets. The business performs a number of services, such as 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 vary depending on the type of financial services. Fees 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
Sheena Young Work History
Sheena has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Mriglobal
Stempire Inc
Signature Science
U.S. Army Medical Research Institute Of Chemical Defense
Student
Gem Consortium
National Institute On Drug Abuse
*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 Sheena Young 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
Plano, TX
Orem, UT
Irvine, CA
Woodland Hills, CA
Draper, UT
Colorado Springs, CO
Plano, TX
Braintree, MA
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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