RZ
Rola Zarife
TRANSAMERICA FINANCIAL ADVISORS
Bridgeport, MI 48722
Some features on this profile are disabled
CRD#: 6050378
RZ
Professional summary
Rola Zarife, who also goes by Rola Mary Zarife, Rola S Zarife, Rola Zarife, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Bridgeport, Michigan.
Rola is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Rola has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rola Mary Zarife | Rola S Zarife | Rola Zarife
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Committee to Elect Rola Zarife / 0422-Present / InvRtld:N/ 32574 Heisner, Fraser, MI 48206 / Candidates / Political Campaign / Hrs. Work Monthly: 60 / Sec Trading Hrs: 0 / I will be campaigning for the elections this November Southeast Michigan Chamber of Commerce / 0322-Present / 59 Walnut St. 206, Mount Clemens, MI 48403 / Business Development / Chamber of Commerce / Hrs. Work Monthly: 40 / Sec Trading Hrs: / Getting companies with in the community to join the chamber in person or via phone. WINN HEALTH INSURANCE AGENCY LLC /emp dates: 0421 TO PRESENT/ INVRTLD:N/address: 6835 COLE ROAD SAGINAW, MI 48601/ PSTN:AGENT/ nature of business: HEALTH INSURANCE/hrs work monthly: 5/Sec trading hrs: 0/ duties: I WILL NOT HAVE DAILY OBLIGATIONS OR REQUIREMENTS, THIS AFFILIATION WILL ONLY HELP ME ENROLL PEOPLE UNDER THE AGE OF 65 NEEDING MEDICAL/HEALTH INSURANCE REAUME INSURANCE AGENCY PSTN:Agent NATURE: Health Insurance INVRTLD:NMTHLY HRS: 15 SECTRDHRS:0 START DATE: 10/01/2022ADDRESS: 8070 21 Mile Rd, Shelby Township MI 48317, : Independent Health Insurance Agent DEDICATED SENIOR MEDICAL CENTER A CHENMED COMPANY PSTN:Business Development NATURE: Managed Care Facility INVRTLD:NMTHLY HRS: 2 SECTRDHRS:0 START DATE: 12/31/2022 ADDRESS: 1921 E 8 Mile Rd, Warren MI 48091, : I will be able to refer Medicare leads to this center. 4TBROKERAGE PSTN:Agent NATURE: Health Insurance INVRTLD:NMTHLY HRS: 4 SECTRDHRS:0 START DATE: 03/01/2023 ADDRESS: 691 N. Squirrel Rd, Auburn Hills MI 48326, : Health Insurance Knowledge UNITED HEALTH CARE PSTN:agent NATURE: Health Insurance INVRTLD:NMTHLY HRS: 1 SECTRDHRS:0 START DATE: 03/01/2023 ADDRESS: 9800 Health Care, Minnetonka MN 55343, : Health Insurance BLUE CROSS BLUE SHIELD OF MICHIGAN PSTN:agent NATURE: Health Insurance INVRTLD:NMTHLY HRS: 1 SECTRDHRS:0 START DATE: 03/01/2023 ADDRESS: 600 E. Lafayette Blvd, Detroit MI 48226, : Health Insurance GLOBAL INTERPRETING SERVICES, LLC PSTN:Business Relations NATURE: Translation & Interpreting Firm INVRTLD:NMTHLY HRS: 40 SECTRDHRS:2 START DATE: 05/01/2023 ADDRESS: 42633 Garfield Rd, Unit 314, Fraser MI 48038, : Networking ZARIFE LLC PSTN:owner NATURE: Health Insurance INVRTLD:N MTHLY HRS: 40 SECTRDHRS:0 START DATE: 04/25/2023 ADDRESS: 32574 Heisner, Fraser MI 48026, : Attending health seminars, community engagements, networking, attending chambers events, prospecting, Medicare and Market Place business. PRIORITY HEALTH PSTN:Agent NATURE: Health Insurance INVRTLD:NMTHLY HRS: 4 SECTRDHRS:0 START DATE: 03/01/2025 ADDRESS: 1231 East Beltline Ave NE, Grandrapids MI 49525, : Health Insurance AFLAC PSTN:Agent NATURE: Supplemental Health Insurance INVRTLD:NMTHLY HRS: 5 SECTRDHRS:0 START DATE: 03/01/2024 ADDRESS: 625 E. Big Beaver, #103, Troy MI 48083, Health Insurance CLERK OR ELECTION OFFICE POSITION: Inspector Chair NATURE: Poll or Election Worker INVESTMENT RELATED: No NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2024 ADDRESS: 16901 Michigan Ave, Dearborn MI 48126, United States DESCRIPTION: Assisting Voters at Polls MACOMB COMMUNITY COLLEGE \ POSITION: Procurement Specialist NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 07/08/2024 ADDRESS: 7900 Tank Ave, Warren MI 48092, \ DESCRIPTION: Educating local businesses on business development
CRS (Client Relationship Summary) - RIA
Click below to view Rola Zarife's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Rola Zarife's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 12, 2021 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 6230 Dixie Hwy, Bridgeport, MI 48722RIA
BD
CRD#: 16164
Bridgeport, MI
Current
February 22, 2021 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 6230 Dixie Hwy, Bridgeport, MI 48722RIA
BD
CRD#: 16164
Bridgeport, MI
Past
May 28, 2014 - June 15, 2020
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
FARMINGTON HILLS, MI
Past
May 23, 2014 - June 15, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
FARMINGTON HILLS, MI
Past
November 8, 2012 - October 29, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DEARBORN, MI
Past
August 10, 2012 - October 29, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
DEARBORN, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Michigan(2/12/2021)
RR
Michigan(2/22/2021)
RR
North Carolina(6/5/2024)
IAR
North Carolina(6/5/2024)
RR
Texas(3/11/2021)
IAR
Texas(3/11/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
