Karim Ouazzi, financial advisor Oaks PA

Karim Ouazzi

CRD Number: 4448409
Current Firm: Sei Investments Management Corp

Karim Ouazzi (CRD# 4448409) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 22 years of experience in the finance industry. Karim Ouazzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sei Investements Management Corp Oaks, PA May 2004 - Current 19
Sei Investments Oaks, PA Mar 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
Contact Info for Karim M. Ouazzi
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • CA
  • GA
  • IL
  • LA
  • NY
  • PA
  • WA
By the Numbers
  • Total Assets Under Management
    180,856
    MILLIONS
  • Total Number of Accounts
    75,194
    ACCOUNTS
  • Average Account Value
    $2,405,188
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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