Winston MollenaCRD Number: 1165164
Current Firm: H.d. Vest Advisory Services, Inc.
Winston Mollena (CRD# 1165164) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Longwood, FL and has over 32 years of experience in the finance industry. Winston Mollena has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|H.d. Vest Advisory Services||Longwood, FL||Jan 2013 - Current||4|
|Hd Vest Investment Services||Lake Mary, FL||Oct 2009 - Current||7|
|Hd Vest Insurance Services||Lake Mary, FL||Oct 2009 - Current||7|
|Premier Tax & Finance Management||Lake Mary, FL||Jan 1995 - Current||22|
|Questar Capital Corporation||Lake Mary, FL||Dec 2006 - Nov 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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