Shkira Singh
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
Pasadena, CA 91104
Credentials
Series 63, Series 66
Industry experience
21 years
Shkira Singh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Transamerica in 2023, Singh has been involved in various roles including author and speaker for multiple publications related to fitness and business empowerment. Singh is also the CEO of Transformation Inside Out. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.
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
1460 North Lake Ave., Ste 104
Pasadena, CA 91104
California
Transamerica Financial Advisors, Inc
2023 - Present (3 years)
Rental property
2023 - Present (3 years)
Tio MM LLC
2021 - 2023 (2 years)
Supreme Alliance LLC
2020 - 2022 (2 years)
WFGIA
2019 - Present (7 years)
The Virtuity Edge
2019 - Present (7 years)
Transformation Inside Out
2018 - Present (8 years)
Conscious Wealth
2018 - 2023 (5 years)
National Securities Corp
2018 - 2018 (1 year)
National Asset Management
2018 - 2018 (1 year)
DoTerra Oils
2017 - Present (9 years)
Not Another Broke Athlete: A Simple and Straightforward Plan
2017 - Present (9 years)
The Little Black Book of Fitness: Breakthroughs Insights From
2017 - Present (9 years)
Kestra Financial Services, Inc.
2016 - 2018 (2 years)
Empower Business Everywhere: How to Change the World with Your WH
2015 - Present (11 years)
PSA Wealth Management
2013 - 2018 (5 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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