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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Riedstra is an investment advisor representative with State Farm Investment Management Corp. Catherine Riedstra has been in the industry since November 2019 and has offices in San Luis Obispo, CA. Catherine Riedstra is registered with the state of Arizona, California, Nevada, and Oregon. Catherine Riedstra has passed the Series 63, Series 6TO, and SIE exams. Catherine Riedstra specializes in investment management for individuals and investment companies.
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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CA
11/27/2023 - Present
State Farm Investment Management Corp. (San Luis Obispo CA)
BC
Issued 03/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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