Unclaimed
Aivars Ziedins is a financial professional with over 50 years of experience in the financial services industry. Aivars is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT®. Aivars is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Aivars is also registered as an Investment Advisor Representative with Kestra Advisory Services, LLC. Aivars has experience in providing a wide range of financial services, including financial planning, portfolio management, and insurance. Aivars holds FINRA Series 7, Series 63, and Series 24 licenses.
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.
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.
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
CO
04/22/2016 - Present
Kestra Advisory Services, LLC (CASTLE ROCK CO)
AZ
08/13/1991 - 06/15/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
09/04/1980 - 08/06/1991
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
02/04/1980 - 09/15/1980
FINANCIAL STRATEGIES INVESTMENT CORPORATION
NA
09/27/1977 - 03/19/1980
WEINRICH, ZITZMANN & WHITEHEAD, INC.
NA
04/24/1975 - 11/03/1977
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
07/10/1972 - 10/29/1975
FINANCIAL SERVICE CORPORATION OF AMERICA
NA
07/10/1972 - 04/15/1974
FUNDAMENTAL SERVICE CORPORATION
NA
01/14/1972 - 08/26/1972
STATE BOND SALES CORPORATION
BC
Issued 09/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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