Laura Beth Mataitis
Investment adviser representative at Transamerica Retirement Advisors, LLC
7 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
7 years in the industry.
- Transamerica Retirement Advisors, LLCJan 2024 to now
- Transamerica Investors Securities CorporationDec 2023 to now
- Transamerica Life Insurance CompanyDec 2023 to now
- Elevated Wine and SpiritsFeb 2023 to Feb 2023
- J.P. Morgan Securities LLCAug 2022 to Dec 2023
- JPMorgan Chase Bank, N.A.Aug 2022 to Dec 2023
- Cetera Investment Advisers LLCFeb 2021 to Aug 2022
- Cetera Investment Services LLCFeb 2021 to Aug 2022
- Gte Federal Credit UnionFeb 2021 to Aug 2022
- Bank of America, N.A.Oct 2018 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Feb 2021
- Branch Banking and Trust CompanyJan 2017 to Oct 2018
- UnemployedDec 2016 to Dec 2016
- Cbs CorporationJan 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7035492
- Firm CRD
- 107319