linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Abel Molina

Portfolio Medics, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Abel? Claim Your Profile

About Abel Molina

Abel Molina is an investment advisor representative currently registered with Portfolio Medics, LLC. Abel has a Series 65 license, allowing them to provide investment advice to clients. Abel has previously worked for LPL FINANCIAL LLC and AXA ADVISORS, LLC. Abel has worked in the financial industry for over 7 years and is specialized in providing financial planning, pension consulting, and portfolio management services to individuals. Abel has a long history of working with both high net worth individuals and individuals other than high net worth clients.

Firm Information

Abel Molina is currently registered with Portfolio Medics, LLC. Portfolio Medics, LLC is an investment advisor based in Bonita Springs, Florida. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has 75 investment advisory representatives and manages approximately $499.6 million in assets for 2,499 clients.
Portfolio Medics, LLC

27499 RIVERVIEW CENTER BLVD

BONITA SPRINGS, FL 34134

$499.61M

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Abel Molina’s Registration & Firm History

FL

10/11/2021 - Present

Portfolio Medics, LLC (Miami FL)

FL

10/09/2019 - 11/19/2020

LPL FINANCIAL LLC (MIAMI FL)

FL

02/15/2019 - 10/15/2019

AXA ADVISORS, LLC (MIAMI FL)

Not sure if Abel Molina is right for you?

Licenses & Designations

IA

Issued 07/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abel Molina.
Not sure if Abel Molina is right for you?