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Aivars Ziedins

Kestra Advisory Services, LLC

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About Aivars Ziedins

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.

Firm Information

Aivars Ziedins is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aivars Ziedins’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Aivars Ziedins. Review regulatory record here.
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