Delta Advisory Group
44yrs
Top advisor by experience in Maitland
New
Wisely Chen
Financial advisor at Transamerica Financial Advisors
Wisely Chen is a fiduciary financial advisor in Maitland, Florida, registered since Sep 2026. Wisely joined Transamerica Financial Advisors in 2026, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 126 advisors with offices in Maitland, and one of 115 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office901 N Lake Destiny Road Suite 120, Maitland, FL 32751
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowTransamerica Financial Advisors, LLCCurrent firm
Questions to ask Wisely
Tailored to Wisely’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wisely
How do I contact Wisely?
Call Transamerica Financial Advisors at 770-248-3271 and ask for Wisely Chen. Wisely works from the Maitland, FL office.
How long has Wisely been a financial advisor?
Wisely is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Wisely hold?
Series 66. Tap any license on this page to see what it allows.
Is Wisely a fiduciary?
Wisely is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wisely paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Wisely for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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