Gamal
Kareem

Mml Investors Services, LLC

CRD#5293541
Investment Advisor
in New York, NY

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About this Advisor

Gamal Kareem is an advisor whose office is in New York, New York. Currently a registered financial advisor with Mml Investors Services, LLC, they have gathered 10 years of professional experience. Kareem maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Kareem is registered to advise investors in Texas. Kareem has gained experience at Avalon Partners, Inc, Chase Investment Services Corp, J.P. Morgan Securities LLC, New Greenwich Capital, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Mml Investors Services and Massachusetts Mutual Life Insurance Company. Mml Investors Services, LLC is based out of New York, New York, and has 1,335 additional offices in the country. In total, Mml Investors Services, LLC manages $40 billion in assets across 206,878 accounts and retains more than 7,471 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

10 Grand Central 155 East 44Th St 12Th Floor
New York, NY 10017

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

NY Average: $16,012,751,954
Total Number of Employees

7,471

NY Average: 118
Total Number of Accounts

206,878

NY Average: 4,567
Average Account Size

$191,239

NY Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gamal Kareem Work History

Gamal has 10 years of experience.

2018 - Present (3 years)

Mml Investors Services

2018 - Present (3 years)

Massachusetts Mutual Life Insurance Company

2016 - 2018 (2 years)

Northwestern Mutual Wealth Management Company

2014 - 2018 (4 years)

Northwestern Mutual Investment Services, LLC

2014 - 2018 (4 years)

Northwestern Mutual Life Insurance Company

2014 - 2016 (2 years)

Northwestern Mutual Investment Services, LLC

2013 - 2014 (1 year)

New Greenwich Capital

2012 - 2013 (1 year)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

Chase Investment Services Corp

2010 - 2011 (1 year)

Avalon Partners, Inc

Disclosures

Gamal Kareem has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Michael Hanna
New York, NY
Stephen Warren
Atlanta, GA
Kathryn Fitzgerald
Walnut Creek, CA
Jason Braunstein
Paramus, NJ
Jeffrey Slavich
Center Valley, PA
Ronald Mead
Kingston, PA
Joshua Mansavage
Rockford, IL
Bryan Bonisteel
Rochester, NY

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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