Chantay Moore
Advisor at Transamerica Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Transamerica Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oakbrook Terrace, IL 60181
Credentials
Series 63, Series 65, Series 66
Industry experience
16 years
Chantay Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. She is involved in multiple entrepreneurial and community roles, including founding Native American Financial Literacy Services, conducting financial literacy workshops for tribal entities, and serving on the boards of the American Indian Center of Chicago and Chicago Women in Trades. Additionally, she operates businesses offering professional notary and tax preparation services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm employs model portfolios and third-party managers to implement its advisory strategies and serves individual investors, employer-sponsored plans, trusts, estates, and charitable organizations.
Based on Transamerica Financial Advisors
Based on Transamerica Financial Advisors
$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)
Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities
Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services
One Trans Am Plaza
Oakbrook Terrace, IL 60181
Illinois · Indiana
WealthWave
2025 - Present (1 year)
InheritGuard LLC
2025 - Present (1 year)
CWM Enterprises LLC
2023 - Present (3 years)
Professional Notary Services, LLC
2022 - Present (4 years)
LSPN Pro, LLC
2022 - 2025 (3 years)
College Loan Freedom
2021 - 2025 (4 years)
Chicago Women in Trades
2020 - Present (6 years)
Native American Financial Literacy Services, LLC
2019 - Present (7 years)
American Indian Center of Chicago
2019 - 2026 (7 years)
Net Law Inc.
2019 - 2025 (6 years)
Chicago Public Schools
2016 - 2023 (7 years)
Transamerica Financial Advisors, Inc
2016 - Present (10 years)
Heartland Institute of Financial Education
2014 - Present (12 years)
WFGIA
2013 - Present (13 years)
C.W. Moore Enterprises, Inc.
2009 - 2023 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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