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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 Karim Elias is a financial advisor at Wells Fargo Clearing Services, LLC with over 20 years of experience in the industry. Karim Karim Elias is registered with FINRA and has a Series 63, Series 65, Series 7, and Series 3 licenses. Karim Karim Elias specializes in investment consulting services for institutional clients, financial planning, portfolio management for individuals and businesses, and pension consulting. Previously, Karim Karim Elias was employed at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Karim Karim Elias also holds a 100% ownership stake in Karim Productions, a TV production company based in Oklahoma City, OK.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OK
06/01/2012 - Present
Wells Fargo Clearing Services, LLC (EDMOND OK)
OK
06/01/2009 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)
OK
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OKLAHOMA CITY OK)
OK
02/22/1999 - 04/02/2007
MORGAN STANLEY DW INC. (OKLAHOMA CITY OK)
IA
Issued 03/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/05/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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