Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kezia? Claim Your ProfileKezia Elizabeth Ramsey is a financial advisor at Ameriprise Financial Services, LLC, with over four years of experience in the financial services industry. Kezia has been registered with the state of Kentucky since 2021, and holds Series 6, 7, 66, and SIE licenses. Kezia's primary focus is providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Kezia is a Certified Financial Planner™ professional, and has a proven track record of helping clients achieve their financial goals. Kezia has previously worked with JPMorgan Securities LLC, Robert W. Baird & Co. Incorporated, and J.J.B. Hilliard, W.L. Lyons, LLC. Kezia's dedication to her clients is evident in her commitment to building long-term relationships and providing comprehensive financial advice.
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.
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2
KY
05/28/2021 - Present
Ameriprise Financial Services, LLC (Louisville KY)
KY
11/21/2019 - 03/11/2020
J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)
KY
10/18/2019 - 11/06/2019
ROBERT W. BAIRD & CO. INCORPORATED (LOUISVILLE KY)
KY
07/30/2018 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
BOTH
Issued 12/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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