Tammy VelascoCRD Number: 7298850
Current Firm: Transamerica Financial Advisors, Inc.
Tammy Velasco (CRD# 7298850) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 2 years of experience in the finance industry.
Buswell Associates, Inc.
Motley Fool Wealth Management, LLC
|Sand Creek Elementary||Highlands Ranch, CO||Aug 2022 - Current||1|
|Net Law Group Inc.||Louisville, KY||Jan 2021 - Current||2|
|Transamerica Financial Advisors, Inc.||Greenwood Village, CO||Sep 2020 - Current||3|
|Isagenix International||Gilbert, AZ||Oct 2019 - Current||4|
|World Financial Group, Inc.||Greenwood Village, CO||Dec 2018 - Current||4|
|American Academy School At Castle Pines||Castle Pines, CO||Aug 2019 - Jul 2021||1|
|American Academy||Castle Pines, CO||Aug 2019 - Jul 2021||1|
|Douglas County School District||Parker, CO||Aug 2015 - Jul 2019||3|
|Jay School Corporation||Portland, IN||Aug 2003 - Jul 2015||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2020|
|S65||NASAA Investment Advisors Law Examination||Apr 2022|
Total Assets Under Management1,815MILLIONS
Total Number of Accounts59,659ACCOUNTS
Average Account Value$30,430
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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