Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lynn Podzius is an Investment Advisor Representative at Charles Schwab & CO., Inc. in Chicago, Illinois. Amy has been in the securities industry since January 15, 2011. She holds the Series 6, 7, 24, 63, and 65 licenses. Amy has previously worked at PRUCO SECURITIES, LLC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHASE INVESTMENT SERVICES CORP., and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Amy has a specialization in providing investment advice and financial planning services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
08/07/2024 - Present
Charles Schwab & CO., Inc. (Chicago IL)
MN
06/29/2021 - 06/13/2023
PRUCO SECURITIES, LLC. (Minneapolis MN)
AZ
12/12/2011 - 04/13/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TEMPE AZ)
IL
02/05/2010 - 10/19/2011
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
IL
07/10/2009 - 01/29/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOMBARD IL)
IA
Issued 07/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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