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WEI LI
Rachel W Li
CRD#: 6877980
IA
Investment Adviser
B
Broker
TRANSAMERICA FINANCIAL ADVISORS, LLCCRD#: 16164 230 2nd Ave. 2nd Floor
Suite 204
WALTHAM, MA 02451
Registration History
2017201820192020202120222023202420252026IATRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2017 - Present (7 years)BTRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2018 - Present (7 years)
License(s)

State Registrations

B
Maine 3/30/2020

B
Massachusetts 1/2/2018

IA
Massachusetts 12/18/2017

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRANSAMERICA FINANCIAL ADVISORS, LLC (CRD#:16164)
230 2nd Ave. 2nd Floor Suite 204, WALTHAM, MA 02451
Registered with this firm since 12/18/2017

B
TRANSAMERICA FINANCIAL ADVISORS, LLC (CRD#:16164)
230 2nd Ave. 2nd Floor Suite 204, WALTHAM, MA 02451
Registered with this firm since 1/2/2018

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B
Broker
IA
Investment Adviser
Disclosures
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