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Linh N

Series 66

Ann Arbor, MI

Transamerica Financial Advisors

Linh Nguyen is a financial advisor with Transamerica Financial Advisors and holds the Series 66 designation. Nguyen has one year of industry experience and is based in Ann Arbor, MI. Outside of advisory work, Nguyen is involved with the Inner Goddess Collective Nonprofit and the Glacier Way Cooperative Preschool. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, supporting client relationships through discretionary and non-discretionary programs.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Reuben D

Series 66

Ann Arbor, MI

Transamerica Financial Advisors

Reuben Daniel is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and previously at World Financial Group. In addition to his advisory role, he has an ongoing position at DXC Technology where he manages Windows systems and provides technical support. Transamerica Financial Advisors serves a broad 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, utilizing proprietary and third-party model portfolios with a range of discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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