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Peter Silcox Location
Stuart, FL, US
Peter Silcox Work
Senior Vice President of Investments, CFP® @ (October 2010 - Present)
Senior Vice President @ Salomon Smith Barney Holdings Inc. (October 2001 - October 2010)
Senior Vice President @ (January 1992 - October 2001)
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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