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Amy Lynn Podzius
CRD#: 5657447
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 150 S. Wacker Drive
Chicago, IL 60606-4111
Registration History
2010201220142016201820202022202420262 FIRMS2021 - 2023 (2 years)2 FIRMS2024 - Present (<1 year)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2011 - 2021 (9 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2010 - 2011 (1 year)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2009 - 2010 (<1 year)IAADVICE AND PLANNING SERVICES (CRD# 20472)2019 - 2021 (1 year)IAADVICE AND PLANNING SERVICES (CRD# 20472)2011 - 2019 (7 years)IACHASE INVESTMENT SERVICES CORP. (CRD# 25574)2011 - 2011 (<1 year)
License(s)

State Registrations

B
Illinois 8/7/2024

IA
Illinois 8/7/2024

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
150 S. Wacker Drive, Chicago, IL 60606-4111
Registered with this firm since 8/7/2024

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
150 S. Wacker Drive, Chicago, IL 60606-4111
Registered with this firm since 8/7/2024

Previous Registration(s)
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IA
06/29/2021 - 06/13/2023 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) Minneapolis, MN
B
06/29/2021 - 06/13/2023 PRUCO SECURITIES, LLC. (CRD#:5685) Minneapolis, MN
IA
07/19/2019 - 04/13/2021 ADVICE AND PLANNING SERVICES (CRD#:20472) Chicago, IL
B
12/12/2011 - 04/13/2021 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) TEMPE, AZ
IA
12/12/2011 - 05/30/2019 ADVICE AND PLANNING SERVICES (CRD#:20472) Chicago, IL
IA
07/05/2011 - 10/19/2011 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) WHEATON, IL
B
02/05/2010 - 10/19/2011 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) WHEATON, IL
B
07/10/2009 - 01/29/2010 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) LOMBARD, IL
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B
Broker
IA
Investment Adviser
Disclosures
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