Filice Retirement Services

Filice Retirement Services (CRD# 135984) is a financial advisory firm headquartered in San Jose, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Filice Retirement Services
Showing 1 - 2 of 2 top financial advisors.
1
Erik S. Jensen
CRD#: 2987382
738 North First Street, Suite 210, San Jose, CA 95112
93
Wealthminder
score

Erik Jensen (CRD# 2987382) is an Investment Advisor Representative working at Filice Retirement Services in San Jose, CA and has over 20 years of experience in the finance industry.

2
Michael L. Rogers
CRD#: 4422835
738 North First Street, Suite 210, San Jose, CA 95112
93
Wealthminder
score

Michael Rogers (CRD# 4422835) is an Investment Advisor Representative working at Filice Retirement Services in San Jose, CA and has over 13 years of experience in the finance industry.

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