Venessa
Rodriguez
Transamerica Financial Advisors, LLC
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About this Advisor
Venessa Rodriguez is a financial advisor based in Englewood, Colorado, working with Transamerica Financial Advisors, LLC. Venessa has previously worked at Transamerica Financial Advisors, Inc, Wfgia, The Guardian Group, Colorado Cherry Pie Company, Bank Of America, Metro Screen Works, Advanced Tax Solutions, Keybank, Innovative Body Recovery, Starbucks Coffee Company, and Cacciamatta And Associates, Inc. Venessa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, New Jersey, and Texas. Currently, Venessa is part of Transamerica Financial Advisors, LLC, which operates in Englewood, Colorado. The firm has 260 offices and 1,054 employees. The firm manages $1.7 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, LLC Brokerage Details
$1,730,669,809
1,054
42,440
$40,779
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Venessa Rodriguez Work History
Transamerica Financial Advisors, Inc
Wfgia
Cacciamatta And Associates, Inc
The Guardian Group
Colorado Cherry Pie Company
Bank Of America
Metro Screen Works
Bank Of America
Advanced Tax Solutions
Keybank
Innovative Body Recovery
Starbucks Coffee Company
Disclosures
Please visit the SEC profile of Venessa Rodriguez 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, LLC
Cedar Rapids, IA
Waltham, MA
Torrance, CA
Louisville, KY
Bellevue, WA
Plano, TX
Fresno, CA
Englewood, CO
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