Invested Better
Unclaimed

Unclaimed

Unclaimed

Jose Manuel Flores

Sterling Retirement Group OF Sacramento

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jose? Claim Your Profile

About Jose Manuel Flores

Jose Manuel Flores is a registered investment advisor representative with Sterling Retirement Group Of Sacramento in Roseville, California. Jose Manuel Flores has been in the industry since May 2005. The firm provides a variety of services including financial planning, portfolio management for individuals, and business consulting. Jose Manuel Flores is registered to provide investment advice in California.

Firm Information

Jose Flores is currently registered with Sterling Retirement Group OF Sacramento. Sterling Retirement Group OF Sacramento is a Registered Investment Advisor located in Roseville, CA. They have $161 million in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals, selection of other advisors, and business consulting. They primarily work with individuals, including high net worth individuals, as well as pension and profit-sharing plans.
Sterling Retirement Group OF Sacramento

300 HARDING BLVD #115

ROSEVILLE, CA 95678

$161.00M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

business consulting

Business consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jose Flores’s Registration & Firm History

CA

02/01/2017 - Present

Sterling Retirement Group OF Sacramento (ROSEVILLE CA)

Not sure if Jose Manuel Flores is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jose Manuel Flores.
Not sure if Jose Manuel Flores is right for you?