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Matthew Peter Mintzer

Pentegra Distributors Inc.

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About Matthew Peter Mintzer

Matthew Mintzer is a financial advisor at Pentegra Distributors Inc., a firm based in WHITE PLAINS, NY. Matthew holds Series 6, 7, 24, 63 and SIE licenses. Matthew has worked in the financial services industry since November 1995. Prior to joining Pentegra Distributors Inc., Matthew worked at CETERA ADVISOR NETWORKS LLC, J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., ALLIANCEBERNSTEIN INVESTMENTS, INC., PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP, DELAWARE DISTRIBUTORS,INC. and NEWCOMB & COMPANY.

Firm Information

Matthew Mintzer is currently registered with Pentegra Distributors Inc.. Pentegra Distributors Inc. is a corporation formed in May 1989. It is registered in all 50 states and the District of Columbia. The firm has 1 approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

28

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 Mintzer’s Registration & Firm History

NY

12/07/2019 - Present

Pentegra Distributors Inc. (WHITE PLAINS NY)

MA

02/15/2017 - 11/06/2019

CETERA ADVISOR NETWORKS LLC (BOSTON MA)

NY

08/05/2011 - 02/17/2015

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

03/10/2005 - 08/04/2011

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

MA

07/28/1999 - 02/22/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

PA

02/09/1989 - 08/17/1993

DELAWARE DISTRIBUTORS,INC. (PHILADELPHIA PA)

NA

04/25/1986 - 08/13/1987

NEWCOMB & COMPANY

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Licenses & Designations

BC

Issued 10/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Peter Mintzer.
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