Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Poddar is a financial advisor with over 15 years of experience in the financial services industry. Amit currently works with U.S. Bancorp Investments, Inc. and provides financial advice to individual investors, corporations, charitable organizations, and pension and profit-sharing plans. Amit is also a member of the advisory board for the Cowles Center for Performing Arts. Amit has a diverse background in the industry, with prior experience at LPL Financial LLC, Signator Investors, Inc., Ameritas Investment Corp., Investacorp, Inc., Broker Dealer Financial Services Corp., Securities America, Inc. and Cambridge Investment Research, Inc. Amit holds the Series 7, Series 24, and Series 66 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
03/14/2022 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
IA
03/29/2018 - 05/07/2020
LPL FINANCIAL LLC (WEST DES MOINES IA)
IA
03/07/2017 - 03/26/2018
SIGNATOR INVESTORS, INC. (CLIVE IA)
IA
12/18/2015 - 03/10/2017
AMERITAS INVESTMENT CORP. (CLIVE IA)
IA
11/29/2013 - 09/10/2015
INVESTACORP, INC. (URBANDALE IA)
IA
11/17/2009 - 12/02/2013
BROKER DEALER FINANCIAL SERVICES CORP. (URBANDALE IA)
IA
10/15/2004 - 11/13/2009
SECURITIES AMERICA, INC. (URBANDALE IA)
IA
07/30/2004 - 10/27/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 08/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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