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Sean K
Series 63, Series 65
Alpharetta, GA
Transamerica Financial Advisors
Sean Kelley is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Sargent and Lundy and Aliera Healthcare. Outside of his advisory role, he owns S M Kelley Consulting Group LLC, which provides engineering consulting on technical issues. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, supporting a broad range of client needs including discretionary and non-discretionary investment management.
Cam L
Series 63, Series 65
Alpharetta, GA
Transamerica Financial Advisors
Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.
Anupama S
Series 65, Series 63
Alpharetta, GA
Transamerica Financial Advisors
Anupama Singh is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and five years of industry experience. She has been associated with Transamerica since 2020 and has worked at Redfin Corporation since 2022. Outside of her advisory role, she is involved in estate planning services and wills and trusts through separate business activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, delivering advice through proprietary and third-party model portfolios with discretionary and non-discretionary program options.
Andrea L
Series 66
Alpharetta, GA
Transamerica Financial Advisors
Andrea Lewis is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 23 years of industry experience and has previously worked at firms including Cetera, Summit Financial Group, Principal Securities, and Metlife Securities. Lewis is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.
Brian L
Series 63, Series 65
Alpharetta, GA
Transamerica Financial Advisors
Brian Levitan is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 registrations and 17 years of industry experience. He also serves as a mortgage continuing education instructor at Real Estate Institute and owns a handyman services business, BML Property Services, LLC. Additionally, he provides administrative support through Cam Fin LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with a range of discretionary and non-discretionary program options.
Fadette C
Series 63, Series 65
Alpharetta, GA
Transamerica Financial Advisors
Fadette Colin is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to her advisory role, she is actively involved in artistic endeavors, launching a recording career under the name Ms.Wololoy and operating a print-on-demand retail store. She also manages real estate activities through her companies Compile LLC and Compile GA LLC. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm uses model portfolios and third-party managers to implement investment strategies, offering multiple advisory programs and an integrated retirement plan ecosystem.
Sarojakanta P
Series 66, Series 63
Alpharetta, GA
Transamerica Financial Advisors
Sarojakanta Panda is a financial advisor at Transamerica Financial Advisors with 8 years of industry experience. He holds Series 66 and Series 63 credentials and has prior work experience spanning property and casualty insurance, health insurance, telecommunications, and real estate. In addition to his advisory role, he is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through a variety of proprietary and third-party investment programs, offering discretionary and non-discretionary management options.
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