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Roberto P
Series 65, Series 63
Cary, NC
Transamerica Financial Advisors
Roberto Pflaumer is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at WealthWave, Transamerica Financial Advisors, Wfgia, and Entrust. Pflaumer also engages in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. 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 a range of advisory and broker-dealer services, including proprietary model portfolios and access to third-party money managers, operating as both a registered broker-dealer and a registered investment advisor.
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