Daniel
Melander
Transamerica Financial Advisors, Inc
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About this Advisor
Daniel Melander is a financial advisor who works out of Plano, Texas who has 11 years of relevant experience. Melander works at Transamerica Financial Advisors, Inc. Over the course of their career, Melander has held roles at Superior Lending Associates, Lc, World Financial Group, D&D American Enterprise LLC, Debtmerica, LLC, Transamerica Financial Advisors, Inc, Wealthwave and Managed Wealth Financial. Melander holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas and Utah. Transamerica Financial Advisors, Inc is a company based in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in assets among its 59,659 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 59,659 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. Transamerica Financial Advisors, Inc provides a diverse range 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 depend 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
Daniel Melander Work History
Daniel has been registered as a financial advisor for 11 years.*
Wealthwave
Managed Wealth Financial
World Financial Group
Transamerica Financial Advisors, Inc
D&D American Enterprise LLC
Debtmerica, LLC
Superior Lending Associates, Lc
*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 Daniel Melander 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
Draper, UT
Laurel, MD
Rancho Santa Margarita, CA
Plano, TX
San Antonio, TX
Bellevue, WA
Bridgeport, MI
Woodland Hills, CA
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