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MM

Mindie N. Molina

MINDIE MOLINA INVESTMENTS
STEWART, FL 34996
Some features on this profile are disabled
CRD#: 6426436
MM

Professional summary

Mindie Nicole Molina, who also goes by Mindie Nicole Bowling, Mindie Nicole Shourds, is a registered financial advisor currently at MINDIE MOLINA INVESTMENTS, LLC located in Stewart, Florida.

Mindie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Mindie has worked at 5 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mindie Nicole Bowling | Mindie Nicole Shourds

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. COMPLETE RETIREMENT GROUP; INVESTMENT RELATED; 4229 SE PALMETTO ST. STUART, FL 34997; INSURANCE SALES; OWNER; START DATE 9/2001; 160 HOURS/MONTH, 160 HOURS DURING TRADING; SALE OF FIXED INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, MEDICARE SUPPLEMENTS AND LIFE INSURANCE- WORK SHOPS, CLIENT EVENTS, AND SEMINARS. 2. GLU; NOT INVESTMENT RELATED; 4229 SE PALMETTO ST. STUART, FL 34997; CHRISTIAN WRITER/VIDEO BLOGGER; OWNER; 3 HOURS PER MONTH, 0 DURING SECURITIES TRADING HOURS; BOOK PROMOTION/VIDEO PRODUCTION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mindie Nicole Molina's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 27, 2024 - Present

MINDIE MOLINA INVESTMENTS, LLC

Office #1: 2081 Se Ocean Blvd Suite 301, Stewart, FL 34996
RIA
CRD#: 323378
STEWART, FL
Past

February 18, 2020 - August 16, 2024

AEGIS WEALTH MANAGEMENT, INC.

RIA
CRD#: 301990
Stuart, FL
Past

December 1, 2017 - November 16, 2020

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
STUART, FL
Past

October 2, 2015 - November 10, 2017

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Stuart, FL
Past

December 22, 2014 - September 22, 2015

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
STUART, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/27/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/7/2014
Uniform Investment Adviser Law Examination

Current Firm

MM
MINDIE MOLINA INVESTMENTS, LLC
MINDIE MOLINA INVESTMENTS, LLC

CRD#: 323378 / SEC#:

Florida
Registered Investment Advisory firm - (11/27/2024 Approved)
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Contact information

Main Address
2081 Se Ocean Blvd Suite 301, Stuart, FL 34996
Mailing Address
Phone number
(561) 729-2778
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts43
AUM (Assets Under Management)$ 6,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MINDIE MOLINA INVESTMENTS, LLC

CRD#: 323378Stewart, FL 34996

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