Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Frank is an investment advisor representative registered with Next Financial Group, Inc. Melanie is a licensed professional with over 20 years of experience in the industry. Melanie is registered with FINRA and the state of Texas. Melanie is actively involved in the community and is committed to providing her clients with personalized financial advice. Melanie Frank's areas of specialization include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Seminar/workshop attendance fees
1
2
TX
05/09/2011 - Present
Next Financial Group, Inc. (AUSTIN TX)
AZ
02/26/1999 - 02/05/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 05/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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