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Ivan Carlos Potje

Prudential Annuities Distributors, Inc.

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About Ivan Carlos Potje

Ivan Carlos Potje is a financial advisor with over 20 years of experience in the industry. Ivan is registered with Prudential Annuities Distributors, Inc. Ivan has Series 6, 7, 26, 63, and 65 licenses and is currently registered in Connecticut and North Carolina. Ivan has a strong background in the financial services industry. His previous experience includes working for Skanda Securities Americas, Inc. and American Skanda Marketing, Inc. Ivan's areas of expertise include investments, retirement planning, and insurance.

Firm Information

Ivan Potje is currently registered with Prudential Annuities Distributors, Inc.. Prudential Annuities Distributors, Inc. is a corporation formed in September 1987. It is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC. The firm has been the subject of 2 regulatory events and 1 civil event.

Not reported

Assets Under Management

Not reported

Total Clients

554

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ivan Potje’s Registration & Firm History

CT

10/24/2018 - Present

Prudential Annuities Distributors, Inc. (Shelton CT)

CT

10/27/2004 - 07/31/2018

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

MA

10/15/2003 - 10/04/2004

SKANDIA SECURITIES AMERICAS, INC. (BOSTON MA)

CT

04/26/1999 - 12/17/2003

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

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Licenses & Designations

BC

Issued 06/27/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/02/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ivan Carlos Potje.
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