Elena RotariuCRD Number: 5927620
Current Firm: Transamerica Financial Advisors, Inc.
Elena Rotariu (CRD# 5927620) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 7 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
|Word And Brown General Agency||Orange, CA||Feb 2016 - Current||2|
|Ro & E Services, Inc.||Irvine, CA||Sep 2015 - Current||2|
|Boomers Insurance Services||Downey, CA||Oct 2014 - Current||3|
|Daniel's & Vasile's Plumbing||Modesto, CA||Dec 2013 - Current||4|
|B&c Tax Services||Fullerton, CA||Dec 2013 - Current||4|
|Transamerica Financial Advisors, Inc.||Fullerton, CA||Jan 2012 - Current||6|
|World Financial Group, Inc.||Fullerton, CA||Nov 2008 - Current||9|
|Liberty Tax||Fullerton, CA||Jan 2014 - Feb 2016||2|
|Investment Advisors International, Inc.||Anaheim, CA||Aug 2011 - Jan 2012||< 1|
|Western Technical Services/vislink||Orange, CA||Nov 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- 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
- 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
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