Paula Juszczyk
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Transamerica Financial Advisors, LLCMay 2026 to now
- WfgiaMay 2026 to now
- Cetera Financial Specialists LLCApr 2026 to May 2026
- Cetera Investment ServicesMay 2024 to May 2026
- Cetera Advisors LLCApr 2024 to May 2026
- Cetera Investment Advisers LLCJun 2023 to May 2026
- Cetera Wealth Services, LLCApr 2022 to May 2026
- D.A. Davidson & Co.Mar 2022 to Apr 2022
- UnemployedJan 2022 to Mar 2022
- Raymond James & Associates, Inc.Jul 2021 to Dec 2021
- Raymond James Financial ServicesJul 2021 to Dec 2021
- Raymond James Financial Services Advisors Inc.Jul 2021 to Dec 2021
- Eagle Strategies LLCDec 2016 to Jul 2021
- Nylife Securities LLCNov 2016 to Jul 2021
- New York Life Insurance CompanySep 2016 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (IA, TN).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1640394
- Firm CRD
- 16164