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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sigita? Claim Your ProfileSigita Baker is a financial advisor with SVB Wealth. Sigita has been in the financial services industry since June 2012. Sigita has worked with Morgan Stanley Smith Barney, Wells Fargo Advisors, LLC, and Silicon Valley Bank. Sigita has been a registered investment advisor for 26 states. Sigita holds Series 7, Series 66, Series 99TO, and SIE licenses. Sigita specializes in providing financial planning, pension consulting, educational seminars, and wealth planning services to individuals, businesses, pension plans, corporations, and charitable organizations. Sigita's current branch office is located in Cottonwood Heights, Utah.
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
08/01/2022 - Present
SVB Wealth (Cottonwood Heights UT)
UT
08/18/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Cottonwood Heights UT)
UT
09/01/2016 - 08/19/2020
WELLS FARGO CLEARING SERVICES, LLC (HOLLADAY UT)
UT
06/12/2012 - 09/09/2016
MORGAN STANLEY (HOLLADAY UT)
BOTH
Issued 11/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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