Veronica Malone (CRD# 2346913) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Hanover, PA and has over 30 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 2281395
Raymond James & Associates, Inc.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Life Insurance Company | York, PA | Jun 2021 - Current | 2 |
| Transamerica Investors Securities Corporation | York, PA | Jun 2021 - Current | 2 |
| Pa Unemployment Compensation | York, PA | Apr 2020 - May 2021 | 1 |
| Voya Financial Advisors | Spring Grove, PA | Jan 2019 - Mar 2020 | 1 |
| Principal Securities Inc. | Wayne, PA | Jul 2018 - Dec 2018 | < 1 |
| Principal Life Insurance | Wayne, PA | Jun 2018 - Dec 2018 | < 1 |
| Visting Angels | Carusle, PA | Aug 2004 - Jul 2018 | 13 |
| Bebalanced | York, PA | Oct 2017 - Jun 2018 | < 1 |
| Unemployment | York, PA | Apr 2017 - Oct 2017 | < 1 |
| Diversified Investment Advisors | Spring Grove, PA | Jul 2010 - Apr 2017 | 6 |
| Diversified Investors Securities Corp. | York, PA | Jul 2007 - Apr 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- PA
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Total Assets Under Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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