Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Coloma Mesina is a financial professional with over 17 years of experience in the financial services industry. Francis currently holds a Series 6, 7, 24, 63, and 66 license and is registered as an Investment Advisor Representative (IAR) in the state of Texas. Francis has worked with Eagle Strategies LLC since January 2021 and previously held positions at Park Avenue Securities LLC and MetLife Securities Inc. Francis has a strong focus on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Francis is committed to helping clients achieve their financial goals and objectives.
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.
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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 1/7/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/5/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 9/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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