KB
KB

Karim Bekkadja

19 Years of Experience
Reston, VA
BrokerSells Insurance

Karim Bekkadja is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Reston, VA, with 19 years of industry experience. Karim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

Loading...

Location

11790 Sunrise Valley Dr, Ste 200, Reston, VA, 20191

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Karim may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Marschgallo LLC and Bekkadja Holdings LLC, both legal entities established for business purposes, dedicating about half his time and about a quarter of his time, respectively.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2022 - Present · 3 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
November 2020 - November 2022 · 2 yrs
Advice and Planning Services
September 2014 - November 2020 · 6 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2014 - November 2020 · 6 yrs 3 mos
Morgan Stanley
December 2012 - August 2014 · 1 yr 8 mos
Morgan StanleyBroker
June 2009 - August 2014 · 5 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
UBS Financial Services INC.Broker
January 2007 - September 2008 · 1 yr 8 mos
Rim Securities LLCBroker
April 2006 - July 2006 · 3 mos
State Registrations10 states
CTDCFLINMDNYOHTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.