Veronica
Malone
Transamerica Retirement Advisors, LLC
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About this Advisor
Veronica Malone is a financial advisor who works out of York, Pennsylvania with a total of 2 years of industry experience. Malone is on the advisory team at Transamerica Retirement Advisors, LLC. Their career trajectory has included roles at Visting Angels, Diversified Investors Securities Corp, Diversified Investment Advisors, Transamerica Life Insurance Company, Bebalanced, Principal Life Insurance, Principal Securities Inc, Voya Financial Advisors, Transamerica Investors Securities Corporation and Pa Unemployment Compensation. Malone maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Transamerica Retirement Advisors, LLC is an advisory company operating out of Saint Paul, MN. The investment advisory business has offices in 20 locations and a total of 311 financial advisors. It manages $10 billion in assets under management across its 147,144 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Transamerica Retirement Advisors, LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fees usually are based on which services are provided. Fee types billed by Transamerica Retirement Advisors, LLC most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Veronica Malone Work History
Veronica has been registered as a financial advisor for 2 years.*
Transamerica Life Insurance Company
Transamerica Investors Securities Corporation
Pa Unemployment Compensation
Voya Financial Advisors
Principal Life Insurance
Principal Securities Inc
Bebalanced
Diversified Investment Advisors
Diversified Investors Securities Corp
Visting Angels
*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 Veronica Malone 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 Retirement Advisors, LLC
Saint Petersburg, FL
Acworth, GA
San Diego, CA
Lewisville, TX
Tolleson, AZ
Woodstock, GA
Saint Petersburg, FL
Mukwonago, WI
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