Joseph PotratzCRD Number: 3061523
Current Firm: Charles Schwab & Company, Inc.
Joseph Potratz (CRD# 3061523) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 22 years of experience in the finance industry.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|Td Waterhouse Investor Services, Inc.||Bellevue, NE||Apr 2006 - Current||16|
|Ameritrade, Inc.||Bellevue, NE||Mar 1998 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S66||NASAA Uniform Combined State Law Examination||Jul 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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