Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Podkowiak is a financial advisor who has been in the industry since 2001. Anna is currently registered with PFS Investments Inc. Anna has experience working with various financial institutions including Uvest Financial Services Group, Inc. and Webster Investment Services, Inc. Anna holds the Series 6, Series 63, and SIE licenses. Anna is dedicated to providing her clients with the highest quality of financial advice.
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.
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.
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2
CT
04/11/2011 - Present
PFS Investments Inc. (HAMDEN CT)
CT
02/14/2007 - 09/04/2008
UVEST FINANCIAL SERVICES GROUP, INC. (KENSINGTON CT)
CT
07/15/1999 - 02/22/2007
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
NY
11/30/1998 - 07/15/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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