Dutch Aufderheide

Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division

Role: Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Location: Duluth, GA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Dutch Aufderheide

For 29 years I have been dedicated to helping families and businesses develop a strategy…

Experience

Investment Advisor Representative
Transamerica Financial Advisors, Inc.
Jan 2012 — Present · Johns Creek, GA, US
Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc.(TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA.

Skills

Investment Advisory Services
Wealth
Asset Management
401k
Wealth Accumulation
Portfolio Management
Series 65
Long Term Care Insurance
Retirement Planning
Finra
Small Business
Financial Planners
Asset Allocation
Mutual Funds
Pensions
Series 6
Series 7
Investments
Insurance
Series 24
Iras
Financial Advisory
Roth Ira
Term Life Insurance
Personal Finance
Retirement
Bonds
Strategic Financial Planning
Investment Strategies
Alternative Investments
Separately Managed Accounts
Wealth Management Services
Series 63
401k Rollovers
Financial Services
Fixed Annuities
Health Insurance
Securities
Estate Planning
Disability Insurance

Contact information

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Work email
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Current company

Transamerica Financial Advisors, Inc.

Financial Services · 1.7K employees · Founded 1984 · Philadelphia, Pennsylvania, United States

Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, LLC., is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. DISCLOSURES Securities and Investment Advisory Services are offered through Transamerica Financial Advisors, LLC (TFA), a broker/dealer - Member FINRA, SIPC, MSRB and federally Registered Investment Advisor. Transamerica Financial Advisors, LLC financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered. WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone 77••••••00 TFA Headquarters: Two Liberty Place, 50 South 16th Street Philadelphia, PA, 19102 Phone: 77••••••71 Neither Transamerica Financial Advisors, LLC nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein. 43•••••••25

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