Sueman
Chen
Transamerica Financial Advisors, Inc
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About this Advisor
Sueman Chen is a financial advisor based out of Piscataway, New Jersey who has 9 years of industry experience. Chen currently works for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Integral Solutions, Llp, Transamerica Financial Advisors, Inc, Home Front Realtor, World Financial Group, Inc and Unitedhealhcare. Chen has Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in New Jersey. Transamerica Financial Advisors, Inc is an advisory company based out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It handles $2 billion in assets under management across its 59,659 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 59,659 accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice typically depend on which services are provided. 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
Sueman Chen Work History
Sueman has been registered as a financial advisor for 9 years.*
Unitedhealhcare
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Integral Solutions, Llp
Home Front Realtor
*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 Sueman Chen 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
Colorado Springs, CO
Braintree, MA
Plano, TX
Draper, UT
Milpitas, CA
Bellevue, WA
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.
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