Joseph PotratzCRD Number: 3061523
Current Firm: Td Ameritrade, Inc.
Joseph Potratz (CRD# 3061523) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Omaha, NE and has over 17 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Td Waterhouse Investor Services, Inc.||Bellevue, NE||Apr 2006 - Current||11|
|Ameritrade, Inc.||Bellevue, NE||Mar 1998 - Current||19|
|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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops