Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fillia? Claim Your ProfileFillia Fransisca is a financial professional with over 10 years of experience in the financial services industry. Fillia has held several positions, including a role at State Farm VP Management Corp. Fillia is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative. Fillia Fransisca holds the Series 63, Series 6 and SIE licenses and has been a registered representative since 2007. Fillia is also a Chartered Financial Consultant. In addition to her work as a financial advisor, Fillia is the owner and agent of Fillia Fransisca's Insurance Agency. Fillia provides financial planning and portfolio management 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.
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CA
10/11/2018 - Present
State Farm Investment Management Corp. (San Francisco CA)
BC
Issued 07/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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