Rola
Zarife

Transamerica Financial Advisors, Inc

CRD#6050378
Investment Advisor
in Bridgeport, MI

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About this Advisor

Rola Zarife is a financial advisor based in Bridgeport, Michigan, working with Transamerica Financial Advisors, Inc. Rola has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, 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, Blue Cross Blue Shield Of Michigan, Global Interpreting Services, LLC, Zarife LLC, Macomb County, Aflac, Priority Health, and Clerk Or Election Office. Rola has passed the Series 66 regulatory exam and is registered to provide services in Michigan, North Carolina, and Texas. Currently, Rola is part of Transamerica Financial Advisors, Inc, which operates out of Bridgeport, Michigan. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

6230 Dixie Hwy
Bridgeport, MI 48722

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

MI Average: $1,855,561,029
Total Number of Employees

1,127

MI Average: 62
Total Number of Accounts

45,001

MI Average: 2,474
Average Account Size

$35,987

MI Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Rola Zarife Work History

2024 - Present (1 year)

Clerk Or Election Office

2023 - Present (2 years)

4Tbrokerage

2023 - Present (2 years)

United Health Care

2023 - Present (2 years)

Blue Cross Blue Shield Of Michigan

2023 - Present (2 years)

Global Interpreting Services, LLC

2023 - Present (2 years)

Zarife LLC

2023 - Present (2 years)

Macomb County

2023 - Present (2 years)

Aflac

2023 - Present (2 years)

Priority Health

2022 - Present (3 years)

Southeast Michigan Chamber Of Commerce

2022 - Present (3 years)

Committee To Elect Rola Zarife

2022 - Present (3 years)

Reaume Insurance Agency

2022 - Present (3 years)

Dedicated Senior Medical Center A Chenmed Company

2021 - Present (4 years)

Transamerica Financial Advisors, Inc

2021 - Present (4 years)

Winn Health Insurance Agency LLC

2020 - Present (5 years)

Wfgia

2021 - 2022 (1 year)

Shipt

2021 - 2024 (3 years)

Amazon

2014 - 2020 (6 years)

J.P.Morgan Securities LLC

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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

Derek Thompson
New York, NY
Jennifer Lewis
Cincinnati, OH
Junwei Liu
West Covina, CA
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Pamela Rodriguez Reiffert
San Antonio, TX
Steven Smith
Portland, OR
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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