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Matthew James Heintz

TPG Capital BD, LLC

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About Matthew James Heintz

Matthew Heintz is a financial advisor with TPG Capital BD, LLC. He is registered with the state of Illinois and has been in the industry since 2012. Matthew has experience in a variety of financial markets, including securities and commodities. He holds several licenses, including Series 7, Series 24, Series 30, Series 63, and SIE.

Firm Information

Matthew Heintz is currently registered with TPG Capital BD, LLC. TPG Capital BD, LLC is a Limited Liability Company formed in 2007 and approved to operate in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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.

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Matthew Heintz’s Registration & Firm History

IL

11/03/2023 - Present

TPG Capital BD, LLC (Chicago IL)

IL

04/22/2013 - 10/05/2022

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)

MO

04/02/2002 - 01/08/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 05/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2018

Series 30 - NFA Branch Manager Examination

BC

Issued 06/14/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 3 - National Commodity Futures Examination

BC

Issued 04/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew James Heintz.
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