Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Selma? Claim Your ProfileSelma Karic is an investment advisor representative with Morgan Stanley. Selma has been in the financial services industry since December 31, 2015. Selma holds a Series 6, Series 7TO, Series 63 and Series 66 license. Selma is registered in 55 states and holds the following licenses: Investment Advisor Representative, Investment Company Products/Variable Contracts Representative, General Securities Representative, Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination. Selma specializes in various services including asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisers. Selma has been with Morgan Stanley since May 2024. Before that, Selma worked with J.P. MORGAN SECURITIES LLC. Selma is registered with FINRA and the SEC.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
IL
05/23/2024 - Present
Morgan Stanley (Oak Brook IL)
IL
12/21/2015 - 05/11/2024
J.P. MORGAN SECURITIES LLC (Chicago IL)
BOTH
Issued 05/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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