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Edward B

Series 63, Series 65

Winter Park, FL

Transamerica Financial Advisors

Edward Borst Sr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been with Humana Health Plan, Inc. since 2014, where he is involved in the sale of Medicare supplement and Medicare Advantage programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach through multiple program platforms.

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

Series 65, Series 63

Winter Park, FL

Transamerica Financial Advisors

Natalie Plant is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Transamerica since 2012. Her prior work includes roles at Debtmerica and involvement with inheritguard, LLC and Student Optimum Services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

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

Series 65

Winter Park, FL

Transamerica Financial Advisors

Joewin Jemang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 65 registration and has previously worked at DebtMerica and WFGIA. Jemang’s other business activities include the sale of insurance and non-insurance products with companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations and offers both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides a mix of discretionary and non-discretionary investment programs.

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

Series 65, Series 63

Winter Park, FL

Transamerica Financial Advisors

Janelyne Ho is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including roles focused on estate planning and student loan repayment services. Outside of her advisory work, she is involved in various referral roles related to estate planning and student loan assistance through several affiliated organizations. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering both advisory and broker-dealer services. The firm provides a range of investment programs, including proprietary and third-party model portfolios, with discretionary and non-discretionary management options.

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

Series 65

Winter Park, FL

Transamerica Financial Advisors

Erin Soliven is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds a Series 65 designation and has prior work experience including roles at AdventHealth and Wfgia. Soliven also engages in sales of insurance and non-insurance products affiliated with her firm. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios and offers a range of investment and insurance products.

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