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Sameer S Karim

Wedbush & CO., LLC

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About Sameer S Karim

Sameer Karim is a registered representative with Wedbush Securities Inc. and Wedbush & CO., LLC. Sameer has over 10 years of experience in the financial services industry. Sameer holds the Series 63, Series 79 and SIE licenses. Sameer is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 16 states.

Firm Information

Sameer Karim is currently registered with Wedbush & CO., LLC. Wedbush & CO., LLC is a Limited Liability Company formed on June 23, 2021. They are registered in 20 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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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Sameer Karim’s Registration & Firm History

NY

03/25/2024 - Present

Wedbush & CO., LLC (NEW YORK NY)

CA

06/12/2014 - 11/25/2015

MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)

CA

10/01/2012 - 05/15/2014

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 09/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sameer S Karim.
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