Unclaimed Profile

Aimee Francoeur Tesoro

TRANSAMERICA FINANCIAL ADVISORS, INC.·ST PETERSBURG, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 66, Series 99TOCFPClean record18 years registeredTRANSAMERICA FINANCIAL ADVISORS, INC.

570 CARILLON PARKWAY, ST PETERSBURG, FL 33716-1202CRD# 3137858Firm CRD# 16164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aimee Francoeur Tesoro · ST PETERSBURG, FL

Registration

CRD #3137858 · TRANSAMERICA FINANCIAL ADVISORS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Sep 2023 – present

EQUITABLE ADVISORS, LLC

Oct 2022 – Aug 2023

TAMPA, FL

RAYMOND JAMES & ASSOCIATES, INC.

Oct 2019 – Oct 2020

ST. PETERSBURG, FL

TRANSAMERICA RETIREMENT ADVISORS, LLC

Feb 2017 – Sep 2019

St. Petersburg, FL

TRANSAMERICA FINANCIAL ADVISORS, INC.

Nov 2014 – Jan 2017

ST PETERSBURG, FL

AXA ADVISORS, LLC

Mar 2008 – Sep 2014

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · March 20, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD 16164 · SEC 801-38618

AUM

$1.6B

Regulatory assets under management

Employees

1,127

45,001 client accounts

Services offered by TRANSAMERICA FINANCIAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRANSAMERICA FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Aimee Francoeur Tesoro offer?

Aimee Francoeur Tesoro specializes in Investment Management, Fee-Only Advisory. Contact their office in ST PETERSBURG, Florida for a consultation.

What are Aimee Francoeur Tesoro's credentials?

Aimee Francoeur Tesoro holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aimee Francoeur Tesoro located?

Aimee Francoeur Tesoro is based in ST PETERSBURG, Florida, working with TRANSAMERICA FINANCIAL ADVISORS, INC.. Their office serves clients in the ST PETERSBURG metropolitan area and surrounding communities.

How does Aimee Francoeur Tesoro charge for services?

Aimee Francoeur Tesoro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSAMERICA FINANCIAL ADVISORS, INC.?

TRANSAMERICA FINANCIAL ADVISORS, INC. has approximately 1127 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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