Senen Ogao (CRD# 2537140) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Cucamonga, CA and has over 29 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copeland Group | Longview, TX | Jul 2012 - Current | 11 |
| L.a. Fnancial Management & Services L.a, Financal Realty Servic | Chino, CA | Jun 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Rancho Cucamonga, CA | Jan 2012 - Current | 12 |
| World Financial Group, Inc. | Rancho Cucamonga, CA | Jul 2011 - Current | 12 |
| Global Merchant Innovations | Woodland Hills, CA | Jun 2011 - Current | 12 |
| Covina R.e. Rental Property | Covina, CA | Jan 2000 - Sep 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- CA
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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)
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