Pablo Tavera echeverri
Investment adviser representative at Transamerica Retirement Advisors, LLC
10 yearsExperience
1 stateRegistered in
$18.8BFirm assets
33 yearsFirm in business
Are you Pablo Tavera echeverri? 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 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
10 years in the industry.
- Transamerica Retirement Advisors, LLCNov 2024 to now
- Transamerica Investors Securities CorporationNov 2024 to now
- Transamerica Life Insurance CompanyNov 2024 to now
- SelfJan 2024 to Oct 2024
- Bank of America, N.A.Aug 2022 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jan 2024
- CitigroupAug 2021 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Jul 2021
- Bank of America, N.A.Mar 2016 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7049421
- Firm CRD
- 107319