Unclaimed
Catherine Nuetzi is a financial advisor with over 17 years of experience in the industry. Catherine is a registered representative of State Farm Investment Management Corp. She is also a Registered Investment Advisor. Catherine holds the Series 6, Series 63, and SIE licenses and has a designation as a Chartered Financial Consultant. Catherine is a committed professional who is dedicated to helping her clients achieve their financial goals.
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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AZ
03/19/2024 - Present
State Farm Investment Management Corp. (Yuma AZ)
BC
Issued 07/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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