Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karim? Claim Your ProfileKarim Rezqui is an investment advisor representative currently associated with Oppenheimer & Co. Inc. Karim has been in the industry since 1997. Karim holds licenses in Pennsylvania and Texas and is a registered Investment Advisor Representative in Pennsylvania and Texas. Karim has several years of experience at Morgan Stanley and previously worked for other firms including CITIGROUP GLOBAL MARKETS INC., GUNNALLEN FINANCIAL, INC, S.W. BACH & COMPANY, EHRENKRANTZ KING NUSSBAUM, INC., EHRENKRANTZ KING NUSSBAUM, WEATHERLY SECURITIES CORPORATION, TASIN & COMPANY, INC., and H G I. Karim Rezqui specializes in portfolio management for individuals, businesses, and pooled investment vehicles, providing financial planning and pension consulting services.
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.
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.
1
2
PA
02/24/2024 - Present
Oppenheimer & Co. Inc. (BETHLEHEM PA)
PA
11/11/2014 - 03/07/2024
MORGAN STANLEY (Yardley PA)
PA
12/16/2010 - 11/17/2014
OPPENHEIMER & CO. INC. (BETHLEHEM PA)
PA
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (BETHLEHEM PA)
PA
12/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHLEHEM PA)
NJ
02/18/2004 - 12/19/2006
GUNNALLEN FINANCIAL, INC (HACKETTSTOWN NJ)
NY
01/13/2003 - 02/05/2004
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
12/21/2001 - 01/16/2003
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
NY
10/22/2001 - 12/21/2001
EHRENKRANTZ KING NUSSBAUM (NEW YORK NY)
NY
09/22/1999 - 10/22/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
06/25/1997 - 10/19/1999
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
10/01/1996 - 05/27/1997
H G I (JERICHO NY)
IA
Issued 08/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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
Not sure Karim Rezqui is the right advisor for you? Invested Better is here to help.
