Yun
Ma
Transamerica Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Yun Ma is a financial advisor who works in Gaithersburg, Maryland with a total of 1 year of relevant experience. Ma is currently employed by Transamerica Financial Advisors, Inc. Throughout their career, they have worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Alstom (China) Investment Company, LTD, Insurance Marketing Center, Gs National Insurance, Key Health Solutions, Inc, Insubuy, Inc, Anthem, Inc, Healthsherpa, Employee Benefits Corporation Of America, This Is The Rental House Of Our Family, Agent Pipeline, Inc, Ihc Specialty Benefits, Inc and National General Ins. Company. Ma has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland and Virginia. Transamerica Financial Advisors, Inc is a financial advisory firm that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 employees. It manages $2 billion in assets under management between its 59,659 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. The business has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually depend on which services the firm provides the client. 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Yun Ma Work History
Yun has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
Employee Benefits Corporation Of America
Agent Pipeline, Inc
Gs National Insurance
Key Health Solutions,Inc
Insubuy, Inc
Healthsherpa
Ihc Specialty Benefits, Inc
National General Ins. Company
Insurance Marketing Center
World Financial Group, Inc
This Is The Rental House Of Our Family
Anthem, Inc
Alstom (China) Investment Company, LTD
*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 Yun Ma 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
Fort Myers, FL
Englewood, CO
Orem, UT
Bridgeport, MI
Pasadena, CA
San Antonio, TX
Plano, TX
San Antonio, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.