Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlyn? Claim Your ProfileCaitlyn Whitford is a registered Investment Advisor Representative with State Farm Investment Management Corp. Caitlyn is licensed in Arizona, California, Nevada, and Utah. Caitlyn has been in the financial services industry since 2014. Caitlyn Whitford is also the owner of Caitlyn Whitford Insurance Agency, which provides insurance services in Las Vegas, NV. Caitlyn Whitford has expertise in providing financial and insurance services to individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NV
11/08/2022 - Present
State Farm Investment Management Corp. (Las Vegas NV)
IA
Issued 10/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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