Sherif Abdel-Ghaffar

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Transamerica Financial Advisors, Llc
  Braintree, MA
• 06/2019 → Present
  World Financial Group, Inc.
  Braintree, MA
• 08/2024 → 05/2025
  At&T Mobile
  Dedham, MA
• 11/2022 → 05/2025
  Bettrincome
  Atlanta, GA
• 08/2024 → 09/2024
  Trendiefinds
  Randolph, MA
• 07/2023 → 07/2025
  Northeastern University
  Boston, MA
• 05/2023 → 07/2023
  Exp Realty
  Boston, MA
• 05/2022 → 04/2023
  Keller Williams
  Plainville, MA
• 10/2022 → Present
  Inheritguard
  Lindon, UT
• 06/2020 → 07/2024
  Clear Financial
  Clearwater, FL
• 08/2011 → 05/2017
  Verizon Wireless
  Dedham, MA
• 01/2020 → 12/2020
  Apr Free
  Clearwater, FL
• 11/2019 → 12/2020
  Debtmerica, Llc
  Santa Ana, CA
• 01/2018 → 03/2019
  Lyft, Inc.
  San Francisco, CA
• 01/2018 → 03/2019
  Uber Technologies, Inc.
  San Francisco, CA
• 12/2017 → 04/2022
  Boston Bayside Properties
  Dorchester, MA
• 03/2017 → 12/2017
  Success Real Estate
  Braintree, MA
• 06/2019 → Present
  Revolution Financial Management
  Nashville, TN
• 10/2025 → Present
  Dynamic Expansion
  Clearwater, FL
• 03/2026 → Present
  Dynex Group Benefits Solutions Llc
  Clearwater, FL

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC. 1) Revolution Financial Management 1321 Murfreesboro Road | Suite 501 | Nashville, TN 37217 Start date: 6/2019 Senior Marketing Director Investment Related: NO 40 hours per month, 40 hours per month during trading 2) InheritGuard Referral Rep Investment related: NO National referral service for attorneys 0 hours per month DYNAMIC EXPANSION POSITION: Agent NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/05/2025 ADDRESS: 626 Lakeview Rd, Suite A, Clearwater FL 33756, United States DESCRIPTION: WFG Co-Brand DYNEX GROUP BENEFITS SOLUTIONS LLC POSITION: Agent NATURE: Health Insurance & Group Term Life INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2026 ADDRESS: 601 Cleveland St, Suite 501-24, Clearwater FL 33756, United States DESCRIPTION: Presenting and offering group health and life insurance benefits to businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-29
• S63 Uniform Securities Agent State Law Examination
  2025-02-26