Mindie Molina, financial advisor Stuart FL
77 score

Mindie Molina

CRD Number: 6426436
Current Firm: Gradient Advisors, LLC

Mindie Molina (CRD# 6426436) is an Investment Advisor Representative working at Gradient Advisors, LLC in Stuart, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors, LLC Arden Hills, MN Sep 2015 - Current 1
Complete Retirement Group Stuart, FL Sep 2011 - Current 5
Global Financial Private Capital, LLC Stuart, FL Dec 2014 - Sep 2015 < 1
Bankers Life And Casualty Palm Beach Gardens, FL Sep 2008 - Sep 2011 3
Mhi Mortgage Palm City, FL Jun 2007 - Jun 2008 1
Hsbc/ Household Finance Lexington, KY Feb 2003 - Jun 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
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
Get Details on the FINRA Advisor Check site
Contact Info for Mindie N. Molina
Phone Number: 877-885-0508
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $33,169
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV

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BADGES
77

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