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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 Lakhani is a financial advisor with Westwood Wealth Management. Karim has been in the industry since 2008 and has a Series 63, Series 65, Series 79, and SIE license. Karim specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Karim also has experience working with pension and profit-sharing plans and pooled investment vehicles. Karim's approach to financial planning is customized to meet the individual needs of each client. Karim is a Chartered Financial Analyst and has a strong track record of success in helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Robo advisory platform
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/31/2023 - Present
Westwood Wealth Management (DALLAS TX)
TX
04/22/2015 - 12/21/2017
J.P. MORGAN SECURITIES LLC (DALLAS TX)
BC
Issued 09/08/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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