Cesar Ramon Bernal
Investment adviser representative at Transamerica Retirement Advisors, LLC
16 yearsExperience
1 stateRegistered in
$18.8BFirm assets
33 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Transamerica Retirement Advisors, LLCMar 2025 to now
- Transamerica Investors Securities, LLCFeb 2025 to now
- Transamerica Life Insurance CompanyFeb 2025 to now
- Alight Financial Advisors LLCDec 2021 to Feb 2025
- TD BankMay 2021 to Dec 2021
- Cetera Investment Services LLCMar 2021 to May 2021
- Regions BankNov 2020 to May 2021
- Mutual of Omaha Investor ServicesApr 2020 to Oct 2020
- Valic Financial Advisors, Inc.Nov 2018 to Apr 2020
- UnemployedMay 2018 to Nov 2018
- J.P. Morgan Securities LLCOct 2012 to May 2018
- JP Morgan Chase BankNov 2010 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Transamerica Retirement Advisors, LLC
$18.8BAssets managed
212,722Clients
303Advisers
33 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
- 5986183
- Firm CRD
- 107319