Unclaimed
Karim H. k. Ahamed is an investment advisor representative with Cerity Partners LLC. Karim has been with Cerity Partners since November 2010. Before that, Karim worked at J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., BANC ONE SECURITIES CORPORATION and FIRST CHICAGO NBD INVESTMENT SERVICES, INC. Karim is registered with the state of Illinois and Texas. Karim has a Series 7, Series 24, and Series 63 license. Karim is a Chartered Financial Analyst.
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.
Tax services; bill pay
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
12/10/2019 - Present
Cerity Partners LLC (CHICAGO IL)
IL
10/01/2008 - 11/26/2010
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
11/02/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/01/1999 - 07/14/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/10/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
BC
Issued 11/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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