Maritza Nevarez
Investment adviser representative at Transamerica Financial Advisors, LLC
9 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
Are you Maritza Nevarez? Claim your profile
Contact this firm
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
9 years in the industry.
- Transamerica Financial Advisors, LLCJun 2016 to now
- WfgiaApr 2016 to now
- American Association of University Women (aauw) - Fremont BranchJul 2025 to Jul 2025
- The Heartland Institute of FinancialOct 2018 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, WA).
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
- 2762446
- Firm CRD
- 16164