Mo Karim

Mo A. Karim
Financial Advisor Investment Services Group Truist Investment Services, Inc.

114 N Tennessee Ave

2nd Floor,

Lakeland, FL 33801-4615

About me

Background

Mo Karim offers over 20 years of financial experience; sharing with clients his skills in leadership, business development, and portfolio, wealth, and relationship management. He takes a consultative approach to understanding his clients’ needs and helping them to achieve their goals by performing assessments and developing proposals, presentations, and solutions.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA
Stockton State University 1993 1995

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Sterling Performer
BB&T Now Truist 2017
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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