Fintegra's Independent Account Executives have freedom. Freedom to determine the path your business will take. Freedom to grow your book of business in your areas of expertise. Freedom to fill the niche that fits you.
Private Labeling Fintegra encourages Independent Account Executives to create their own unique presence in their community by private labeling and creating a brand image for their business.
Brokerage Accounts Working with Pershing allows your clients access to a multitude of financial products and services to fit their unique needs, and allows life simplification with consolidated statements and tax information.
Account Manager Fintegra has an Account Manager dedicated to guiding independent registered representatives and their staff personnel to the next level in conducting their business.
Direct Business If the client situation warrants it, business conducted through Fintegra may go direct to product companies.
Marketing Resource Center Hundreds of marketing ideas are easily accessed through Fintegra's AE-exclusive Marketing Center website, to inspire you to new heights of business via your marketing activities.
Technology
An ever-present, necessary and daunting part of the industry, we are proud of the programs we have in place: Fintegra's technology platform is second-to-none. View the eFOCUS page via the link on the left to discover all the programs we deliver, to ease the tasks of client management, commission reporting, client financial strategy development, paperwork completion and archiving, and much more.
*Fintegra is not affiliated with or responsible for the content of these provider websites.
Fintegra, LLC is an independent registered securities broker/dealer, a licensed insurance agency, a SEC Registered Investment Adviser, and
member
FINRA/SIPC, OSJ phone 763.585.0503. Account Executives are registered representatives of Fintegra. Investment and Insurance Products offered through Fintegra: • Are NOT Bank Deposits • Are NOT FDIC Insured • Are NOT Guaranteed by any Financial Institution • Are NOT Insured By Any Government Agency • May Lose Value