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Maureen Ellen Hamblin

Pentegra Investors, Inc.

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About Maureen Ellen Hamblin

Maureen Ellen Hamblin is a financial advisor who has been in the industry since 1997. Maureen is currently registered with Pentegra Investors, Inc. and has been with the firm since 2007. Maureen is also registered in the state of New Jersey as an Investment Advisor Representative. Previously, Maureen was employed with Sanford C. Bernstein & Co., Inc. in New York, NY. Maureen holds a Series 7, Series 63, and Series 65 license, and is also licensed in the states of California, Illinois, and Washington. Maureen offers comprehensive advice to third party internal investment committees and provides portfolio management services for individuals, businesses, and pooled investment vehicles. Maureen is also a yoga instructor and dedicates approximately eight hours per month to this activity.

Firm Information

Maureen Hamblin is currently registered with Pentegra Investors, Inc.. Pentegra Investors, Inc. is an investment advisor headquartered in WHITE PLAINS, NY. With over $5 billion in regulatory assets under management, the firm provides comprehensive investment advice to a variety of clients, including pension plans, pooled investment vehicles, and other investment advisors. Their services include portfolio management, pension consulting, and selection of other advisors.
Pentegra Investors, Inc.

701 WESTCHESTER AVENUE

WHITE PLAINS, NY 10604-3805

$5.90B

Assets Under Management

Not reported

Total Clients

7

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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comprehensive advice to third party internal investment committees

Comprehensive advice to third party internal investment committees

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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fixed fees

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

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percentage of assets

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

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Maureen Hamblin’s Registration & Firm History

NY

11/16/2007 - Present

Pentegra Investors, Inc. (WHITE PLAINS NY)

NY

07/06/1996 - 02/11/1997

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/05/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maureen Ellen Hamblin.
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