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||4|
|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
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