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Rola Zarife

Transamerica Financial Advisors, Inc.

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About Rola Zarife

Rola Zarife is an investment advisor representative with Transamerica Financial Advisors, Inc. Rola has been in the financial services industry since 2012 and has experience in helping individuals and families with their financial planning and investment needs. Rola has a Series 7 and Series 66 license and is registered with the state of Michigan, North Carolina, and Texas. Prior to joining Transamerica Financial Advisors, Inc., Rola worked at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Rola Zarife 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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Rola Zarife’s Registration & Firm History

MI

03/11/2021 - Present

Transamerica Financial Advisors, Inc. (BRIDGEPORT MI)

MI

05/23/2014 - 06/15/2020

J.P. MORGAN SECURITIES LLC (FARMINGTON HILLS MI)

MI

08/10/2012 - 10/29/2013

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

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Licenses & Designations

BOTH

Issued 11/04/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rola Zarife.
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