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Kiera Danielle Devers is a registered representative with Ameriprise Financial Services, LLC. Kiera has been in the industry since March 11, 2022. Prior to joining Ameriprise Financial Services, LLC, Kiera worked at VANGUARD MARKETING CORPORATION. Kiera holds the Series 63, Series 7TO, and SIE licenses. Kiera is licensed in New York and Texas. Kiera specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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
NY
10/16/2024 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
PA
02/28/2022 - 05/08/2024
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 01/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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