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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Poduch is a financial advisor with Edward Jones, a firm that has been serving individual investors for over 100 years. Amy is registered to provide investment advice in Illinois and Texas. She holds several industry licenses and designations including the Series 7, 6, 63, and 66 exams. Amy is also a Certified Financial Planner (CFP®). Prior to joining Edward Jones, Amy worked at Hartford Life Distributors, LLC and Van Kampen Funds Inc. With over 20 years of experience in the industry, Amy is committed to providing personalized financial advice and solutions to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
12/13/2018 - Present
Edward Jones (NORTH BARRINGTON IL)
CT
07/11/2006 - 11/12/2010
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
IL
06/29/2000 - 07/11/2006
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
BOTH
Issued 12/13/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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