Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Mesina is a registered representative and investment advisor representative with Eagle Strategies LLC. Francis has been in the financial services industry since 2005. Francis is a Series 6, 7, 24, 63, and 66 licensed professional. Prior to joining Eagle Strategies LLC, Francis was a registered representative with Park Avenue Securities LLC, MetLife Securities Inc., and NYLIFE Securities LLC. Francis holds a Bachelor of Arts degree in Business Administration from the University of Illinois at Urbana-Champaign. Francis is also a board member of several non-profit organizations, including LiftFund, The Center for Grieving Children, and the Frisco Education Foundation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
01/20/2021 - Present
Eagle Strategies LLC (FRISCO TX)
IL
09/11/2013 - 04/14/2015
PARK AVENUE SECURITIES LLC (GLENVIEW IL)
IL
12/07/2011 - 09/05/2013
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
09/21/2005 - 12/08/2011
NYLIFE SECURITIES LLC (SCHAUMBURG IL)
BOTH
Issued 01/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Francis Mesina is the right advisor for you? Invested Better is here to help.
