Transamerica Financial Advisors, Inc.
Katrina Luca, CPA, serves as the Senior Marketing Director at Transamerica Financial Advisors, Inc. since June 2020, where the focus is on teamwork and assisting clients with financial and tax concepts to achieve their financial goals. Additionally, Katrina has been a Financial Professional at World Financial Group since February 2017, providing tax-free retirement solutions and various financial planning services. Previous roles include Tax Advisor at IBM, where responsibilities included advising on US Sales & Use Tax and conducting international tax reviews, and Senior Accountant at J. Robert Hutchings, CPA, PC, focusing on tax returns and bookkeeping services. Starting in January 2008, Katrina worked part-time at Kent Memorial Library. Educational qualifications include a BBA in Financial Accounting from Western Connecticut State University, obtained between 2009 and 2012.
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Transamerica Financial Advisors, Inc.
Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. DISCLOSURES Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), a broker/dealer - Member FINRA, SIPC, and Registered Investment Advisor. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor http://www.finra.org/ http://www.sipc.org Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein. 116116-0319