Karin Simone Wise
Professional Summary
Karin Simone Wise, who also goes by Karin Simone Rael, Karin Simone Sirael, Karen Wise, Karin S Wise, Karin Simone Wise Ms, is a registered financial advisor currently at WISE ASSET MANAGEMENT L.L.C. located in Los Angeles, California. Karin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Karin has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Karin Simone Rael, Karin Simone Sirael, Karen Wise, Karin S Wise, Karin Simone Wise Ms
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
WISE ASSET MANAGEMENT L.L.C.
Contact Information
Main Address
Los Angeles, CAMailing Address
9194 W Olympic Boulevard 369, Beverley Hills, CA 90212Phone Number
(858) 229-0304# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
10AUM (Assets Under Management)
$1,876,130Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2008About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Karin Simone Wise's CRS (Customer Relationship Summary).
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