Rola
Zarife
Transamerica Financial Advisors, Inc
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About this Advisor
Rola Zarife is a financial advisor operating in Bridgeport, Michigan, with 2 years of relevant experience. Zarife is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Transamerica Financial Advisors, Inc, World Financial Group, Inc, J.P.Morgan Securities LLC, Winn Health Insurance Agency LLC, Shipt, Amazon, Southeast Michigan Chamber Of Commerce, Committee To Elect Rola Zarife, Reaume Insurance Agency, Dedicated Senior Medical Center A Chenmed Company, 4Tbrokerage, United Health Care and Blue Cross Blue Shield Of Michigan. Zarife holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan and Texas. Transamerica Financial Advisors, Inc is a registered investment company that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in assets among its 59,659 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Rola Zarife Work History
Rola has been registered as a financial advisor for 2 years.*
4Tbrokerage
United Health Care
Blue Cross Blue Shield Of Michigan
Southeast Michigan Chamber Of Commerce
Committee To Elect Rola Zarife
Reaume Insurance Agency
Dedicated Senior Medical Center A Chenmed Company
Transamerica Financial Advisors, Inc
Winn Health Insurance Agency LLC
Shipt
Amazon
World Financial Group, Inc
J.P.Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rola Zarife to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
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San Jose, CA
Woodland Hills, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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