Great Neck, NY 111 Great Neck Rd. Office

Thomas Lee is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, NYLIFE Securities, and New York Life Insurance Company. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Brian Batter is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Financial Group and Valle Incorporated. Outside of finance, he is a freelance bio writer conducting interviews and author reviews related to athletics and personal training. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios alongside access to third-party managers, with discretionary and non-discretionary program options.

Lisa Chalker is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Heartland Institute of Financial Education and Revolt Healthcare Alliance. Outside of her advisory role, she owns Family Affair Distributing Inc., a marketing company specializing in promotional products and printing services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Jian Qi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also maintains a role at World Financial Group, Inc. Outside of his advisory work, Jian Qi is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a broad advisor network and multiple program platforms, relying on model portfolios and third-party managers to implement its advisory strategies.

Christopher Liu is a CFA® charterholder with two years of experience and is currently affiliated with Transamerica Financial Advisors. He has worked at firms including SandP GLOBAL and Cantor Fitzgerald Securities. Outside of his advisory role, he serves as Board Chair of Braata Productions, an organization focused on Caribbean arts and culture. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and providing discretionary and non-discretionary investment options.

Angel Vidal is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Peak Systems, Inc. Outside of his advisory role, Vidal is the founder and executive director of Elevation Baseball & Leadership Academy, a nonprofit organization providing free training and mentorship to youth athletes. He also refers clients to Student Optimum Services, assisting those with federal student loan issues. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary management options.

Chunlong Yang is a financial advisor with Transamerica Financial Advisors based in Great Neck, NY. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Altera Digital Health and AllScripts, along with over a decade at World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. 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 through proprietary and third-party investment models, providing discretionary and non-discretionary programs.