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 a financial advisor with Charles Schwab & Co., Inc. Amy has been working in the financial industry since 2011 and has held previous positions with TIAA-CREF Individual & Institutional Services, LLC, Pruco Securities, LLC. and Northwestern Mutual Investment Services, LLC. Amy is registered with FINRA and the state of Illinois as both a broker-dealer and an investment advisor. Amy is a graduate of the University of Illinois at Urbana-Champaign. Amy enjoys volunteering with the Ravinia Music Festival, where Amy helps support the organization's mission of providing music education to underserved communities.
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
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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 7/2/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/5/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2011
Series 7 - General Securities Representative Examination
BC
Issued 7/9/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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