Sarojakanta Panda (CRD# 6877240) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 5 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Property And Casuality Insurance | Suwanee, GA | Nov 2022 - Current | 1 |
| At&t Inc. | Atlanta, GA | Dec 2021 - Current | 2 |
| Health Insurance | Suwanee, GA | Jan 2018 - Current | 6 |
| Transamerica Financial Advisors, Inc. | Johns Creek, GA | Nov 2017 - Current | 6 |
| Real Estate | Suwanee, GA | Jul 2017 - Current | 6 |
| World Financial Group, Inc. | Johns Creek, GA | Nov 2013 - Current | 10 |
| Kptech LLC | Suwanee, GA | Jan 2008 - Current | 16 |
| At&t Services Inc. | Alpharetta, GA | Jan 2004 - Jul 2020 | 16 |
| Kptech LLC | Suwanee, GA | Jan 2008 - Dec 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
| S63 | Uniform Securities State Law Examination | May 2018 |
- GA
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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