Advisor at Mindie Molina Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mindie Molina Investments, LLC
Location
Stuart, FL 34996
Credentials
Series 65
Industry experience
10 years
Mindie Molina is the principal advisor at Mindie Molina Investments, LLC, an independent firm based in Stuart, Florida. She holds a Series 65 designation and has 10 years of industry experience, including previous roles at Aegis Wealth Management, AE Wealth Management, and Gradient Advisors. Outside of her advisory work, Mindie is also a Christian writer and video blogger, producing book promotions and video content. Mindie Molina Investments, LLC provides portfolio management and investment advice primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to their goals and risk tolerance. The firm uses a quantitative approach drawing on modern portfolio theory, managing accounts with a combination of equities, fixed income, and ETFs, and may incorporate third-party money managers when appropriate.
Based on Mindie Molina Investments, LLC
Based on Mindie Molina Investments, LLC
1.00% annually
2081 Se Ocean Blvd, Suite 301
Stuart, FL 34996
Florida
Mindie Molina Investments, LLC
2024 - Present (2 years)
Aegis Wealth Management
2020 - 2024 (4 years)
AE Wealth Management, LLC
2017 - 2020 (3 years)
Gradient Advisors, LLC
2015 - 2017 (2 years)
Mindie Molina Investments and Insurance
2008 - Present (18 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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