Shakeeb
Syed
Transamerica Financial Advisors, Inc
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About this Advisor
Shakeeb Syed is a financial advisor who works out of Canton, Massachusetts. Syed works at Transamerica Financial Advisors, Inc. Over the course of their career, Syed has held roles at Liberty Tax, Citizens Bank, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Merrill Lynch, Gang Li Allstate Property And Casualty, Helping Hands Community Partners, All State Financial Services and Avantax Wealth Managment. Syed holds Series 66, Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts, Rhode Island and Texas. Transamerica Financial Advisors, Inc is a financial advisory company headquartered in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It manages $2 billion in assets across its 59,659 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically depend on which service is provided. Fees 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
Shakeeb Syed Work History
Shakeeb has been registered as a financial advisor for 0 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Gang Li Allstate Property And Casualty
Helping Hands Community Partners
Liberty Tax
Liberty Tax
All State Financial Services
Avantax Wealth Managment
Merrill Lynch
Citizens Bank
Citizens Bank
*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 Shakeeb Syed 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
Orem, UT
San Jose, CA
Draper, UT
Colorado Springs, CO
Pasadena, CA
Woodland Hills, CA
San Antonio, TX
Plano, 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.
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