Peter Silcox Email & Phone Number
Senior Vice President of Investments, CFP® @ Raymond James
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Peter Silcox Location
- Stuart, FL, US
Peter Silcox Work
- 2010 -now Senior Vice President of Investments, CFP® @
- 2001 -2010 Senior Vice President @ Salomon Smith Barney Holdings Inc.
- 1992 -2001 Senior Vice President @
Peter Silcox Education
- The Royal Military Academy Sandhurst
Bachelor of Arts (B.A.) (Finance)
Peter Silcox Skills
- Wealth Management
- Asset Allocation
- Retirement Planning
- General Securities Registered Representative
- Investment Advisory
- Series 7
- CFP® | CERTIFIED FINANCIAL PLANNER™ |
- Investments
- Mutual Funds
- Portfolio Management
- Securities
- Equities
- Retirement
- Series 63
- Fixed Income
- Financial Services
- Estate Planning
- Microsoft Office
- Cfp | Certified Financial Planner |
- Customer Service
- Public Speaking
- Finance
- Tax Efficient Investing
Peter Silcox Summary
- Peter Silcox, based in Stuart, FL, US, is currently a Senior Vice President of Investments, CFP® at Raymond James. Peter Silcox brings experience from previous roles at Salomon Smith Barney Holdings Inc. and Merrill Lynch. Peter Silcox holds a Bachelor of Arts (B.A.) in Finance @ The Royal Military Academy Sandhurst. With a robust skill set that includes Wealth Management, Asset Allocation, Retirement Planning, General Securities Registered Representative, Investment Advisory and more. Peter Silcox has 1 emails and 1 mobile phone numbers on RocketReach.
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