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Rola Kamal Ismail

Missionsquare Retirement

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About Rola Kamal Ismail

Rola Kamal Ismail is a financial professional with over 20 years of experience in the industry. Rola is currently registered with Missionsquare Retirement, where Rola is actively providing investment advice. Rola has previously worked at several other firms including Mutual of America Life Insurance Company, Mutual of America Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and New England Securities. Rola specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses.

Firm Information

Rola Ismail is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Rola Ismail’s Registration & Firm History

MI

11/14/2017 - Present

Missionsquare Retirement (BRIGHTON MI)

MI

06/13/2006 - 11/15/2016

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (SOUTHFIELD MI)

MI

06/13/2006 - 11/15/2016

MUTUAL OF AMERICA SECURITIES LLC (SOUTHFIELD MI)

MI

10/14/2004 - 06/06/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DETROIT MI)

NY

03/08/2002 - 01/12/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/07/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rola Kamal Ismail.
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