Norcross, GA Scientific Drive Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

2

Of 1,120 advisors across 280 offices

Location

275 Scientific Drive, Suite 2800

Norcross GA 30092

Advisors at this office

2

Advisors at this office

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Wen Hui M

Series 63, Series 65

Norcross, GA

Transamerica Financial Advisors

Wen Hui Ma is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. Ma holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2018. Outside of financial advising, Ma is a manager of network services at Sage Software, where they have worked since 2002. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment model portfolios with discretionary and non-discretionary management options.

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

Series 63, Series 65

Norcross, GA

Transamerica Financial Advisors

Wei Jian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Bolt Insurance Agency, Dayone Enterprise, Atlantic Plus Inc, and Fortune Four Holdings LLC. Outside of his advisory role, Jian manages office operations for World Financial Group through Dayone Enterprise, Inc., and is involved in health insurance sales with Kaiser Permanente. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and affiliated product offerings.

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