Peter Cuddy Email & Phone Number
Wealth Advisor, VP at Citizens Wealth Management @ Citizens Securities, Inc.
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Peter Cuddy Location
- Boston, MA, US
Peter Cuddy Work
- Wealth Advisor, VP at Citizens Wealth Management @ (November 2019 - Present)
- Investment Consultant @ (April 2015 - November 2019)
- Financial Consultant @ Santander Investment Services (October 2014 - April 2015)
- Financial Advisor @ (January 2011 - October 2014)
Peter Cuddy Education
- Florida State University
Bachelor of Science (B.S.) (Finance)
2002-2006 - Florida State University
Bachelor of Science (B.S.) (Real Estate)
2002-2006
Peter Cuddy Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement Planning
- Portfolio Management
- Investments
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Risk Management
- Asset Management
- Series 10
- Financial Analysis
- Retirement
- Series 65
- Series 7
- Series 9
Peter Cuddy Summary
- Peter Cuddy, based in Boston, MA, US, is currently a Wealth Advisor, VP at Citizens Wealth Management at Citizens Wealth Management. Peter Cuddy brings experience from previous roles at Merrill Edge, Santander Investment Services and Merrill Lynch. Peter Cuddy holds a 2002 - 2006 Bachelor of Science (B.S.) in Finance @ Florida State University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Fixed Annuities and more. Peter Cuddy has 1 emails and 2 mobile phone numbers on RocketReach.
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