Joanna F. Makinster
Professional summary
Joanna Franks Makinster, who also goes by Joanna Franks, Joanna Makinster, is a registered financial professional currently at PENTEGRA DISTRIBUTORS INC. located in White Plains, New York.
Joanna is registered as a RR (Registered Representative) and started their career in finance in 1999. Joanna has worked at 9 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joanna Franks Makinster's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2025 - Present
PENTEGRA DISTRIBUTORS INC.
Office #1: 701 Westchester Avenue Suite 320e, White Plains, NY 10604February 25, 2016 - May 20, 2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
May 14, 2014 - June 4, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
May 3, 2013 - July 29, 2013
NEW ENGLAND SECURITIES
July 13, 2011 - July 29, 2013
MSI FINANCIAL SERVICES, INC.
August 8, 2007 - September 10, 2010
JOHN HANCOCK DISTRIBUTORS LLC
November 1, 2002 - March 23, 2007
ENTERPRISE FUND DISTRIBUTORS, INC.
June 13, 2001 - October 21, 2002
WELLS INVESTMENT SECURITIES,INC.
March 30, 1999 - March 27, 2001
DAVIS DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/24/2025)
Exams
FINRA
Current Firm
PENTEGRA DISTRIBUTORS INC.
CRD#: 26249 / SEC#: , 8-42445
Contact information
FINRA licenses (51 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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