ZB
ZB

Zakia Benzoubeier

18 Years of Experience
Garden City, NY
Broker

Zakia Benzoubeier is a registered investment advisor at Ameriprise Financial Services, LLC, based in Garden City, NY, with 18 years of industry experience. Zakia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

1001 Franklin Ave Ste 302, Garden City, NY, 11530

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs
Ameriprise Financial Services, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
MML Investors Services, LLC
January 2022 - May 2023 · 1 yr 4 mos
MML Investors Services, LLCBroker
January 2022 - May 2023 · 1 yr 4 mos
Hsbc Securities (USA) INC.
February 2014 - January 2022 · 7 yrs 11 mos
Hsbc Securities (USA) INC.Broker
November 2012 - January 2022 · 9 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - November 2012 · 1 mo
Chase Investment Services CORP.Broker
October 2010 - October 2012 · 2 yrs
UBS Financial Services INC.Broker
April 2007 - August 2010 · 3 yrs 4 mos
State Registrations2 states
CTNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Zakia Benzoubeier - Financial Advisor | TrueAdvisor