Winston Mollena, financial advisor Longwood FL
96 score

Winston Mollena

CRD 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.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Advisory Services Longwood, FL Jan 2013 - Current 3
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 21
Questar Capital Corporation Lake Mary, FL Dec 2006 - Nov 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Winston G. Mollena
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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