Princess Gertrude Baylosis Quianzon
CRD Number: 6408135Current Firm: Transamerica Financial Advisors, Inc.
Princess Gertrude Baylosis Quianzon (CRD# 6408135) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 9 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kaiser Permanente Modesto | Modesto, CA | Dec 2022 - Current | 1 |
Kaiser Permanente- San Leandro Medical Center | San Leandro, CA | Aug 2021 - Current | 2 |
Transamerica Financial Advisors, Inc. | San Francisco, CA | Oct 2014 - Current | 9 |
World Financial Group, Inc. | San Francisco, CA | Jun 2013 - Current | 10 |
Washington Hospital Healthcare System | Fremont, CA | Mar 2019 - Nov 2023 | 4 |
Kairos Homecare | Fremont, CA | Aug 2018 - Nov 2022 | 4 |
Eden Villa | Castro Valley, CA | Jul 2013 - Nov 2022 | 9 |
Regional Medical Center Of San Jose | San Jose, CA | Sep 2012 - Mar 2019 | 6 |
Washington Hospital | Fremont, CA | Jul 2010 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2014 |
S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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