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Melissa Rose Francks

Pimco Investments LLC

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About Melissa Rose Francks

Melissa Francks is a financial advisor with over 10 years of experience in the industry. Melissa holds the Series 3, 7, and 66 securities licenses, as well as the SIE exam. Melissa is currently registered with Pimco Investments LLC, where she has been employed since 2013. Melissa was previously registered with Cetera Advisor Networks LLC. Melissa is registered to provide securities-related services in 53 states and the District of Columbia.

Firm Information

Melissa Francks 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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Melissa Francks’s Registration & Firm History

CA

06/28/2013 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

CA

03/28/2012 - 06/14/2013

CETERA ADVISOR NETWORKS LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 06/25/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2018

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Rose Francks.
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