Peter Knezevich Email & Phone Number
Director, Marketing Compliance @ Charles Schwab
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Peter Knezevich Location
- Tampa, FL, US
Peter Knezevich Work
- 2021 -now Director, Marketing Compliance @
- 2017 -2021 Senior Manager, Communications Compliance @
- 2016 -2017 Principal Compliance Advisor @
- 2014 -2016 Compliance Supervisor – Advertising Review @
- 2012 -2014 Compliance Specialist @
- 2010 -2012 Financial Advisor @
- 2009 -2010 Financial Advisor @
- 2007 -2008 Financial Advisor @
Peter Knezevich Education
- Florida State University 2003-2007
Peter Knezevich Skills
- Estate Planning
- Financial Advisory
- Social Media
- Variable Annuity License
- Tax Planning
- Retirement Planning
- Financial Planning
- Health
- 2 15 Life
- Portfolio Management
- Investments
- Finance
- Series 66
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Outlook
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Investment Planning
- Series 24
- Series 7
- Securities
Peter Knezevich Summary
- Peter Knezevich, based in Tampa, FL, US, is currently a Director, Marketing Compliance at Charles Schwab. Peter Knezevich brings experience from previous roles at Charles Schwab, Capital One and Raymond James Financial, Inc.. Peter Knezevich holds a 2003 - 2007 Florida State University. With a robust skill set that includes Estate Planning, Financial Advisory, Social Media, Variable Annuity License, Tax Planning and more. Peter Knezevich has 1 mobile phone numbers on RocketReach.
Looking for a different Peter Knezevich?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co