Unclaimed
Ramzi Boyd is a financial advisor with over 29 years of experience in the industry. Ramzi is currently registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in several states. Prior to joining Ameriprise Financial Services, LLC, Ramzi was employed by Comerica Securities, UBS PaineWebber Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ramzi holds the Series 7, Series 63, and Series 65 licenses and has a proven track record of providing investment advice to individuals, families, and businesses. Ramzi offers a variety of financial services, including financial planning, asset allocation services, portfolio management, and educational seminars. Ramzi is committed to helping clients achieve their financial goals.
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
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Dearborn MI)
MI
04/16/2002 - 11/03/2023
COMERICA SECURITIES (DEARBORN MI)
NJ
02/27/1996 - 04/29/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/14/1994 - 02/27/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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