Our name says it all... SOLUTIONS.
Fintegra strives to provide Account Executives and their clients with the products and services that fit specific individual needs and goals. Our independence offers the opportunity to apply the best, unbiased solution to fit the situation.
No two people are alike, and no two investment situations are identical. Every person has unique dreams, goals, careers, families, and situations; therefore creating the need for unique SOLUTIONS. The product should match the need, and the client should have total peace of mind. They should be able to sleep at night knowing their Account Executive is as adamant and thorough about the safety and security of their investment and insurance portfolio as they are.
Fintegra is a truly independent broker/dealer. That means we are not influenced to sell one product over another. Our only goal when offering products and services is to find the one that best suits a client's specific needs, and meets the most efficient and ethical standards.
Our broker/dealer relationship with Pershing opens up a world of possibilities, with investments in mutual funds, stocks, and bonds, and life simplification with consolidated brokerage statements.
We have contracted with some of the country's leading providers. Fintegra works with only quality investment and insurance companies - put through strict due diligence standards - and strives to find the best product or service to fit the client’s individual financial needs:
- Mutual Funds
We have access to the leaders in the fund industry, more than 150 fund companies. - Equities
Through Pershing, we have the functionality to seek, research, quote, chart, and transact specific stocks and options. - Fixed Income Desk
Fintegra's specialists on the Fixed Income Desk offer insight and experience when an Account Executive is seeking a bond, treasury, or other fixed income investment to meet a client's specific portfolio needs. - Annuities
Fixed or variable annuity products matched to the customer’s specific product needs. - Insurance ProductsPremier individual and group insurance products, including term, variable, and disability insurance. Our LTC providers offer very competitive individual and group products that keep pace with the evolving marketplace and changing legal environment.
- Specialized Investments
Unit Investment Trust (UITs), Real Estate Investment Trusts (REITs), and other specialty and hybrid investments are available for select clients who meet specific requirements in order to consider them as viable options. - Small Business Needs
Fintegra works closely with select insurance and investment companies to provide small business owners with the tools they need to protect their vital interests, including buy-sell agreements, key person insurance, and employee retirement plans, to name a few. The unique challenges of this marketplace require expert advice from established companies and specialists in order to remain competitive. Any small business that has not planned for these risks is an open invitation for financial disaster. - Investment Advisory/Wrap Fee Programs*Fee-based financial planning and wrap-fee programs require additional due diligence and compliance adherence, for Investment Advisor Representatives to have the ability to charge recurring fees for their financial advisory expertise.
Pershing, LLC.
We work with Pershing, LLC, a brokerage industry leader, for clearing services. Pershing is a member of BNY Securities Group and a subsidiary of The Bank of New York.
Pershing provides account protection for the net equity of your securities positions and cash in your account. Of the total, the Securities Investor Protection Corporation (SIPC) provides $500,000 of net equity protection, including $100,000 for claims for cash awaiting reinvestment (SIPC protection). Visit www.sipc.org for more information about SIPC.
Pershing provides additional protection (Excess SIPC) for account net equity in excess of $500,000 through a commercial insurer, Customer Asset Protection Company (CAPCO). Each client account, subject to certain conditions and limitations, is protected up to its net equity for securities and cash held in the account at the brokerage firm. Visit www.capcoexcess.com for more information.