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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 Youssef is an investment advisor representative registered with Fidelity Personal and Workplace Advisors. Karim has been in the securities industry since 2011. Karim works with individuals, high-net-worth individuals, corporations, trusts, and retirement plans. Karim has a broad range of experience in the financial services industry, with an active license in 36 states. Karim is also a registered investment advisor representative. Karim has a strong background in financial planning, portfolio management, and retirement planning. Karim is dedicated to providing personalized financial advice and solutions to help individuals 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MA
01/09/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
VA
10/20/2011 - 08/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
BOTH
Issued 11/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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