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Tarek Waked
Tarek Waked is a seasoned professional with expertise in investments, entrepreneurship, and wealth management, holding a strong background in economics and leadership.
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Location
Los Angeles Metropolitan Area, US
Languages
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Spanish Native or bilingual proficiency
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English Native or bilingual proficiency
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French Limited working proficiency
Skills
- Investments
- Entrepreneurship
- Securities
- Customer Service
- Wealth Management
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Bio
Generated by
Topline AI
Tarek Waked is a seasoned investment professional with expertise in wealth management, entrepreneurship, and public speaking. As a licensed Series 7 General Securities Representative, Series 66 Investment Advisor Representative, and Life and Health Agent, Tarek has built a strong foundation in securities, risk management, and customer service. With proficiency in Spanish, English, and limited working proficiency in French, Tarek effectively communicates with diverse clients across the Los Angeles Metropolitan Area.
Credentials
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Life and Health Agent
California Department of InsuranceNov, 2013- Apr, 2026 -
Series 66 Investment Advisor Representative
NASAAOct, 2013- Apr, 2026 -
Series 7 General Securities Representative
Financial Industry Regulatory AuthoritySep, 2013- Apr, 2026
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Industry Focus. “Investment Banking”
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