Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edith? Claim Your ProfileEdith Aldrich is a financial professional with over 20 years of experience in the financial services industry. Edith is registered with State Farm Investment Management Corp. and has been with the firm since August 2018. Edith also owns Edith Aldrich's Insurance Agency, a State Farm agency serving customers in the Palatka, FL area. Edith holds the Series 6 and SIE licenses and has earned the Chartered Financial Consultant designation. Edith's experience and credentials allow Edith to provide investment advisory services to 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.
1
2
FL
08/29/2018 - Present
State Farm Investment Management Corp. (Palatka FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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