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Rashid A Bokhari

Transamerica Financial Advisors, Inc.

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About Rashid A Bokhari

Rashid Bokhari is an investment advisor with Transamerica Financial Advisors, Inc. Rashid has been in the financial industry since 1996. Rashid has a Series 6, Series 63, and SIE license. Rashid is located in Hoffman Estates, Illinois. Previously, Rashid worked with World Group Securities, Inc., Ameritas Investment Corp., MONY Securities Corporation, Pruco Securities Corporation and The Prudential Insurance Company of America.

Firm Information

Rashid Bokhari is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rashid Bokhari’s Registration & Firm History

IL

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Hoffman Estates IL)

IL

10/26/2010 - 01/06/2012

WORLD GROUP SECURITIES, INC. (EAST DUNDEE IL)

IL

07/26/2006 - 09/23/2008

AMERITAS INVESTMENT CORP. (BENSENVILLE IL)

NY

02/19/1998 - 07/27/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

NJ

05/12/1992 - 12/22/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/12/1992 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 11/25/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Rashid A Bokhari. Review regulatory record here.
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