Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiera? Claim Your ProfileKiera Nicole Blinzinger is an investment advisor representative at SVB Wealth. Kiera is a Series 7 and 63 licensed representative, holding both a Series 65 and SIE. Kiera has over 20 years of experience in the financial services industry.
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.
Planned giving, family office, wealth planning
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
UT
06/28/2022 - Present
SVB Wealth (Cottonwood Heights UT)
UT
07/09/2021 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Cottonwood Heights UT)
UT
05/11/2021 - 07/13/2021
RAYMOND JAMES & ASSOCIATES, INC. (COTTONWOOD HEIGHTS UT)
UT
09/17/2013 - 05/04/2021
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
09/14/2006 - 09/25/2013
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
UT
04/12/2006 - 09/28/2006
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
NY
01/26/2001 - 10/10/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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