Anel Molina, financial advisor Pembroke Pines FL
59 score

Anel Molina

CRD Number: 4537755
Current Firm: Principal Securities, Inc.

Anel Molina (CRD# 4537755) is an Investment Advisor Representative working at Principal Securities, Inc. in Pembroke Pines, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Corporation Pembroke Pines, FL Dec 2015 - Current 1
Principal Life Insurance Company Pembroke Pines, FL Dec 2015 - Current 1
The Prudential Insurance Company Of America Boca Raton, FL Jul 2015 - Dec 2015 < 1
Pruco Securities, LLC Boca Raton, FL Jul 2015 - Dec 2015 < 1
Lpl Financial LLC Miramar, FL Jul 2008 - Jul 2015 7
Amtrust Investment Services Sunrise, FL Apr 2007 - Jul 2008 1
Ohio Savings Securities Hollywood, FL Mar 2007 - Apr 2007 < 1
Bankunited Financial Services Lauderdale By The Sea, FL Oct 2005 - Mar 2007 1
Ifmg Securities Weston, FL Oct 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination Feb 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Anel E. Molina
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
59

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