Unclaimed
Henry Jay Guzzo is a financial advisor with Ameriprise Financial Services, LLC. Henry has been in the financial services industry since 1997 and is registered with the state of Michigan as well as other states. Henry is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® as well as a Series 7 and 63 license holder. Henry is also a General Securities Principal. Henry specializes in retirement planning, college savings, and estate planning. Henry has experience in working with individuals and families, small businesses, and non-profit organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
01/04/2021 - Present
Ameriprise Financial Services, LLC (Troy MI)
MI
10/18/2011 - 01/07/2021
ROYAL ALLIANCE ASSOCIATES, INC. (NOVI MI)
MI
05/13/2011 - 10/24/2011
MULTI-FINANCIAL SECURITIES CORPORATION (SAULT SAINTE MARIE MI)
MI
06/23/1999 - 06/10/2011
HANTZ FINANCIAL SERVICES, INC. (SAULT STE. MARIE MI)
OH
12/19/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/29/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
07/29/1997 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1997 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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