Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Lynn Francis is a financial advisor at Principal Securities, Inc. Melanie has been in the securities industry since 1996. Melanie has been registered with Principal Securities, Inc. since 2005. Melanie's firm Principal Securities, Inc., manages over $12 billion in assets for over 1100 clients. Melanie's specialties include retirement planning, college savings, and estate planning. Melanie is also a registered investment advisor.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CO
01/24/2005 - Present
Principal Securities, Inc. (DENVER CO)
CT
08/01/1996 - 12/05/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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