Cody C. Riesterer
Professional summary
Cody Charles Riesterer, CFP®, who also goes by Cody C Riesterer, Chuck Riesterer, Cody Riesterer, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in San Clemente, California.
Cody is registered as a RR (Registered Representative) and started their career in finance in 2017. Cody has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Cody Charles Riesterer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
January 15, 2025 - Present
ALTRUIST FINANCIAL LLC
May 31, 2019 - January 8, 2025
EAGLE STRATEGIES LLC
May 22, 2019 - January 8, 2025
NYLIFE SECURITIES LLC
June 25, 2018 - May 18, 2019
EDWARD JONES
June 25, 2018 - May 18, 2019
EDWARD JONES
November 13, 2017 - January 16, 2018
CHARLES SCHWAB & CO., INC.
October 3, 2017 - January 16, 2018
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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