Tingting GennariCRD Number: 5886702
Current Firm: Transamerica Financial Advisors, Inc.
Tingting Gennari (CRD# 5886702) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Sunnyvale, CA and has over 5 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Transamerica Financial Advisors, Inc.||Sunnyvale, CA||Jan 2012 - Current||5|
|World Financial Group||Sunnyvale, CA||Jul 2010 - Current||6|
|Eagle G.investment, LLC||San Jose, CA||Jun 2010 - Current||6|
|Wgs||Sunnyvale, CA||Jan 2011 - Jan 2012||1|
|Earnst Young LLP||San Jose, CA||Oct 2008 - Aug 2010||1|
|Students||Milpitas, CA||Dec 2000 - Oct 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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