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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karim? Claim Your ProfileKarim Amiryani is an investment advisor representative with UBS Financial Services Inc. Karim has been in the industry since 2004 and holds the Series 66, Series 31 and Series 7 licenses. Karim is registered to provide investment advice in Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas and Virginia. Prior to working for UBS Financial Services Inc., Karim was employed by Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Karim has a history of working with high-net-worth individuals, corporations, charitable organizations and pension plans. Karim is also a partner in FGSTYLE LLC, a company that sells fashion and accessories online.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
05/18/2020 - Present
UBS Financial Services Inc. (BEVERLY HILLS CA)
CA
04/02/2007 - 10/24/2008
MORGAN STANLEY & CO. INCORPORATED (SANTA MONICA CA)
CA
04/27/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA MONICA CA)
BOTH
Issued 06/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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