Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karim? Claim Your ProfileKarim Poonawala is an experienced financial advisor with a career spanning over 30 years. Karim holds multiple licenses and designations, including a Series 7, Series 24, Series 63, and Series 65. He is also a Certified Financial Planner. Karim currently works with IHT Wealth Management LLC, where he provides financial planning, pension consulting, and portfolio management services. Previously, Karim worked at CETERA ADVISOR NETWORKS LLC and FIRST MONTAUK SECURITIES CORP. Karim has a wide range of experience working with individuals, businesses, and charitable organizations.
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.
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.
Financial planning fees
1
2
FL
10/22/2018 - Present
IHT Wealth Management LLC (Orlando FL)
FL
03/21/2007 - 04/28/2014
CETERA ADVISOR NETWORKS LLC (ORLANDO FL)
FL
07/13/1990 - 04/04/2007
FIRST MONTAUK SECURITIES CORP. (ORLANDO FL)
CO
05/21/1987 - 08/07/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 07/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1999
Series 4 - Registered Options Principal Examination
BC
Issued 09/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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