Tianning
Li
Transamerica Financial Advisors, Inc
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About this Advisor
Tianning Li is a certified financial planner who works in Flushing, New York, with a total of 1 year of relevant experience. Li is an employee of Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Tower Research Capital, Bank Of America Merrill Lynch, Uber Technologies, Img Global, Heartland Institute Of Financial Education and World System Builders (Wsb). Li maintains a Series 63 license, which qualifies them as a securities representative, and is registered to advise clients in New York. Transamerica Financial Advisors, Inc is a financial advisory company based in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in total assets across its 59,659 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. Transamerica Financial Advisors, Inc provides 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. Financial management fee schedules usually vary depending on which services the firm provides the client. 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
Tianning Li Work History
Tianning has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
Uber Technologies
Img Global
World System Builders (Wsb)
Heartland Institute Of Financial Education
World Financial Group, Inc
Tower Research Capital
Bank Of America Merrill Lynch
*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 Tianning Li 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
Laurel, MD
Colorado Springs, CO
Braintree, MA
Bellevue, WA
Fort Myers, FL
San Antonio, TX
Rancho Santa Margarita, CA
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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.
