Elena De molina
Investment adviser representative at Transamerica Financial Advisors, LLC
16 yearsExperience
3 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
16 years in the industry.
- Local Insurance AdvisorsMar 2020 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Freelance Media BuyerFeb 2010 to now
- WfgiaJul 2009 to now
- Impact Health SharingJul 2023 to May 2025
- Berwick InsuranceApr 2019 to Feb 2020
- Liberty HealthshareOct 2016 to Sep 2020
- Lyft, Inc.Jun 2016 to May 2018
- DebtmericaJan 2014 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, NM, TX).
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
- 5696176
- Firm CRD
- 16164