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Stephen D
Series 63, Series 65
Riverview, FL
Transamerica Retirement Advisors, LLC
Stephen Duganieri is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. He has also been affiliated with Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2022. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both managed and non-discretionary recommendations to a client base of over 200,000.
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