First Vice-President | Branch Producing Manager | Financial Advisor@ Morgan Stanley
Greater Philadelphia
Karim Rezqui
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Wilmington University
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FlashIntel GPTKarim Rezqui is a highly experienced professional with 16.9 years of work experience in the financial industry. He has a strong background in P&L, series 63, producing, regulations, and international business. Based in the United States, Karim is licensed in various states such as Florida, Maryland, North-Carolina, New Jersey, New Mexico, New York, Pennsylvania, South-Carolina, Texas, Utah, and Virginia. He has held positions such as First Vice-president, Financial Advisor, Branch Producing Manager, and Branch Producing Manager. Karim has a proven track record in the financial services industry and is skilled in various areas such as financial planning, investment advisory, and retirement planning.
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About
I am licensed in the following states: Florida, Maryland, North-Carolina, New Jersey, New Mexico, New York, Pennsylvania, South-Carolina, Texas, Utah, and Virginia. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Licenses:General Securities Representative - (Series 7)General Securities Sales Supervisor - (Series 9 and 10)National Commodity Futures Examination - (Series 3)Uniform Securities Agent State Law Examination - (Series 63) (NASAA)Uniform Investment Adviser Law Examination - (Series 65) (NASAA) PA Life Accident/Health Insurance(AREAS OF FOCUS):SyndicateUGMA/UTMABlocked Trust AccountsCorporate 529 PlansCorporate Cash ManagementFinancial PlanningFixed IncomeInstitutional ServicesQualified PlansQualified Retirement PlansAlternative InvestmentsDefined Contribution PlansEndowments and FoundationsLife InsuranceMergers and AcquisitionsWealth ManagementCommoditiesForeign ExchangeFuturesProfessional Portfolio ManagementRetirement PlanningExchange Traded FundsExecutive Financial ServicesInsurance ServicesCash Management and Lending SolutionsAsset ManagementBusiness Succession PlanningCorporate Retirement PlansCash ManagementSocially Responsible InvestingStock Purchase PlansCorporate Trust ServicesPrecious MetalsStock Option Plans529 PlansAnnuitiesEducation PlanningEstate Planning StrategiesLong Term Care InsuranceMunicipal BondsTrust Planning StrategiesBusiness PlanningFamily ConsultingStructured Products
...See MoreWork Experience
First Vice-President Financial Advisor | Branch Manager
First Vice-President | Branch Producing Manager | Financial Advisor
Financial Services
Karim Rezqui's Professional Milestones
- Director Of Investments (2010-12-01~2014-11-01): Establishing a successful investment strategy that drives sustainable growth for the company.
- First Vice-President | Branch Producing Manager | Financial Advisor (2014-11-01~2019-11-01): Optimized production processes for improved efficiency and cost savings, resulting in improved service delivery.
Education
Human Behavioral Sciences,
Business Administration & Management
2021-2025Skill
P&l
Series 63
Producing
Regulations
International Business
Powerpoint
International
Market
Anti Money Laundering
Accounting
Fixed Annuities
Track Record Of Success
Workflow
Bonds
Cash Flow
Sales Growth
Insurance
Overseeing
Arabic
Retirement Planning
Windows
Portfolio
Sales
Branches
Switch
Portfolio Management
New York
Notary
Languages
Investments
Business Services
Finance
Bilingual
Financial Services
Wealth Management
Compliance
Supervision
Operations
Aol
Increase Productivity
Licensure
Mutual Funds
Relationship Building
Microsoft Word
Stocks
Microsoft Excel
Asset Management
Marketing
Buying
Training
Law Enforcement
Interviews
Employee Training
Facilitation
Customer Service
Commerce
Management
Staff Development
General Ledger
Problem Solving
Support Staff
French
Commercial Real Estate
Mergers And Acquisitions
Brokers
Recruiting
Series 7
Written
Securities
Selling
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Carleen Mulholland
Assistant Vice President - Business Service Officer
Patrick Harty
IT Vice President Execution Manager | IT System Owner | Business Analysis | Project Management | Service Interface Design | Database Design | Compliance
William Cheng
product manager at morgan stanley|product management|product owner
Thomas Tran
Product Owner
Other Named Karim Rezqui
Frequently asked questions
We found 2 Karim Rezqui's email addresses
We found 2 Karim Rezqui's phone numbers
Karim Rezqui's social media include: Linkedin,
Karim Rezqui works for Morgan Stanley
Karim Rezqui's role in Morgan Stanley is First Vice-President | Branch Producing Manager | Financial Advisor
Karim Rezqui works in the industry of Financial Services
Karim Rezqui's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
Karim Rezqui's latest job experience is First Vice-President | Branch Producing Manager | Financial Advisor at Morgan Stanley
Karim Rezqui's latest education in Wilmington University
