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Candice Stack Whitten

Pimco Investments LLC

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About Candice Stack Whitten

Candice Whitten is a financial professional with over 20 years of experience in the industry. Candice is currently registered with Pimco Investments LLC in Newport Beach, CA. Prior to joining Pimco Investments LLC, Candice was employed at Allianz Global Investors Distributors LLC and Goldman, Sachs & Co. in New York, NY. Candice holds a variety of licenses and certifications including Series 3, 7, 24, 63 and 66.

Firm Information

Candice Whitten is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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.

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.

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Candice Whitten’s Registration & Firm History

CA

02/14/2011 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

CA

10/10/2006 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)

NY

10/18/2001 - 05/18/2004

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/07/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2006

Series 3 - National Commodity Futures Examination

BC

Issued 10/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Candice Stack Whitten.
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