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Karma Shahin

Flagstar Advisors

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About Karma Shahin

Karma Shahin is a financial advisor with over 10 years of experience in the industry. Karma is currently registered with Flagstar Advisors and is licensed in several states. Karma's specializations include investment advisory services for high-net-worth individuals, pension consulting, and portfolio management for both businesses and individuals. Prior to joining Flagstar Advisors, Karma was a financial advisor at Citigroup Global Markets Inc. and HSBC Securities (USA) Inc. Karma holds a Series 66, Series 7, and SIE license.

Firm Information

Karma Shahin is currently registered with Flagstar Advisors. Flagstar Advisors is an investment advisor headquartered in New York, NY. The firm was formed in May 2000 and has 30 licensed agents, 36 investment advisor representatives, and 45 registered representatives. The firm primarily advises individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Flagstar Advisors offers investment advisory services including portfolio management for businesses, individuals, and pension consulting. The firm also provides selection of other advisors. Flagstar Advisors manages over $966 million in discretionary assets for 1,588 accounts. They are registered with the SEC and in all 52 states and are a participant in the FINRA arbitration forum.
Flagstar Advisors

1400 BROADWAY

NEW YORK, NY 10018

$966.65M

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karma Shahin’s Registration & Firm History

CA

03/28/2022 - Present

Flagstar Advisors (Beverly Hills CA)

CA

04/03/2020 - 03/28/2022

CITIGROUP GLOBAL MARKETS INC. (WEST HOLLYWOOD CA)

CA

11/07/2013 - 04/10/2020

HSBC SECURITIES (USA) INC. (BEVERLY HILLS CA)

CA

06/19/2012 - 10/30/2013

WADDELL & REED, INC. (COSTA MESA CA)

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Licenses & Designations

BOTH

Issued 08/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karma Shahin.
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