Nasser Afzali

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

• 01/1984 → Present
  Accounteque Services Inc
  Northbrook, IL
• 06/2001 → Present
  Wfg, Ia
  Oak Brook, IL
• 08/2004 → Present
  Unicare Health Ins.
  Bolingbrook, IL
• 08/2004 → Present
  Aetna Ins. Co
  Northbrook, IL
• 05/2009 → Present
  Illinois Mutual
  Peoria, IL
• 06/2009 → Present
  Blue Cross And Blue Shield Of Illinois
  Chicago, IL
• 06/2009 → Present
  Time Insurance Co.
  Milwaukee, WI
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Hoffman Estates, IL
• 10/2014 → Present
  Quality Training Institute, Inc.
  Skokie, IL
• 08/2017 → 03/2022
  Debtmerica Relief
  Santa Ana, CA
• 07/2018 → Present
  Health Trust Financial, A Christian Health Care Ministry
  Actworth, GA
• 05/2015 → Present
  Net Law Inc
  Louisville, KY
• 12/2021 → Present
  This Is The Farsi Church In Chicago Land
  Addison, IL
• 04/2022 → Present
  Humana Insurance Co
  Chicago, IL
• 12/2023 → Present
  The Promise Land Charities Inc
  Northbrook, IL
• 05/2025 → Present
  Caris Pregnancy Counseling And Resources
  Chicago, IL
• 08/2026 → Present
  Simorgh Cultural Society, Inc
  Olympia Fields, IL

Previous Registrations

• 2010-01-29 → 2012-01-06
  Investment Advisors International, Inc.
  Hoffman Estates, IL
  Oak Brook, IL
  Northbrook, IL
  Sandwich, IL

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors The Promise Land Charities Inc | Investment Related No; Northbrook IL 60062 8474155700 | Accountant, registered agent & Board 12/2023 Charity related fund raising Netlaw Inc/ 0515-Present/ Investment Related: No / Louisville, Ky 40243 / Consultant / Providing estate planning online document preparation / hrs work monthly: 5 / Sec trading hrs: 2 UNICARE HEALTH INSURANCE, HEALTH INSURANCE SALES, START 8/2004, 1 HR TIME INSURANCE CO./0609 TO PRESENT/ INVESTMENT RELATED: NO MILWAUKEE, WI 53201-3050/INSURANCE AGENT / HEALTH INSURANCE / hrs work monthly: LESS THAN 85 PERCENT /Sec trading hrs: 0 / HEALTH INSURANCE ILLINOIS MUTUAL/ 0509 TO PRESENT/ INVESTMENT RELATED: NO EORIA, IL 61634/INSURANCE AGENT /DISABILITY INSURANCE / hrs work monthly: LESS THAN 85 PERCENT Sec trading hrs: 0 / Farsi Church in Chicago Land / 1221-Present / Investment Related: No / Addison, IL 60101 / Executive, Tax & Accounting / Hrs. Work Monthly: 10 / Sec Trading Hrs: 0/ tax and accounting services | QUALITY TRAINING INSTITUTE, INC/ 1014-Present / INVESTMENT RELATED:No , SKOKIE IL 60077 / TRAINER-CONSULTANT / 1.5 HRS/MONTH;/ MANAGING AND RUNNING THE SEMINARS ILLINOIS MUTUAL/ 0509 TO PRESENT/ INVESTMENT RELATED: NO /300 SW ADAMS ST PEORIA, IL 61634/INSURANCE Humana Insurance Co / 0422-Present / Investment Related: No / Chicago, IL 60661 / Agent / Hrs. Work Monthly: 15 / Sec Trading Hrs: 0 / Health Insurance Activities A CHRISTIAN HEALTH CARE MINISTRY/ 0718-PRESENT / INVESTMENT RELATED: NO / 85 ACWORTH, GA 30101 / AGENT / HEALTH CARE RELATED SERVICES / HRS WORK MONTHLY: 15 / SEC TRADING HRS: 1 BLUE CROSS AND BLUE SHIELD OF ILLINOIS/0609 TO PRESENT/ INVESTMENT RELATED: NO CHICAGO, IL 60601-5099/ INSURANCE AGENT LESS THAN 85 PERCENT /Sec trading hrs: 0 AETNA INS. CO/ 0804 TO PRESENT/ INVESTMENT RELATED: NO HARTFORD, CT 06156/INSURANCE AGENT /HEALTH INSURANCE / hrs work monthly: LESS THAN 85 PERCENT /Sec trading hrs: 0 ACCOUNTEQUE SERVICES INC/0184 TO PRESENT/ INVESTMENT RELATED: NO NORTHBROOK, IL 60065-7907/PRESIDENT / TAX & ACCOUNTING SERVICES Sec trading hrs: 0 /TAX & ACCOUNTING SERVICES UNICARE HEALTH INS./0804 TO PRESENT/ INVESTMENT RELATED: NO CHICAGO, IL 60606/INSURANCE AGENT hrs work monthly: LESS THAN 85 PERCENT /Sec trading hrs: 0 / HEALTH INSURANCE CARIS PREGNANCY COUNSELING AND RESOURCES Life Skills workshop volunteer NATURE: workshop volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2025 Chicago IL 60602, United States volunteer is on a monthly SIMORGH CULTURAL SOCIETY, INC POSITION: Chief Financial Officer-CFO NATURE: Iranian Cultural Society, a non profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/13/2026 DESCRIPTION: Managing and controlling financial matters being performed by in house accountant/bookkeeper. At this moment there is no financial activities, in the future, I'll be responsible to review the activities of the inhouse bookkeeper to make sure that all the bills are paid for. All of our donations and membership will be done through direct deposits and or credit card processing. Reconciling bank account. I'll NOT have any check writing authority and will not sign any checks, accordingly I'll not have any authority to withdraw money from the corporate account(s). Fundraising will be done by outside consultants, and will be limited to planning for donations and applying for available grants through corporate account donors for our stated mission(s). At this moment there is no planning for corporate investments, since there is no money, in the future, any investment must be reviewed and approved by the board, and I'll excuse myself from recommending any future investment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-30
• S63 Uniform Securities Agent State Law Examination
  1992-09-28