Unclaimed
Arif Karim is a financial advisor with Ensemble Capital Management, LLC. Arif has been in the industry since 1997. Arif is also a Chartered Financial Analyst. Arif is registered with the state of California and has a Series 7 and a Series 65 license. Arif's area of specializations include financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
05/12/2015 - Present
Ensemble Capital Management, LLC (SAN FRANCISCO CA)
CA
09/01/1998 - 07/05/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
CA
11/28/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
IA
Issued 01/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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