Peter Knezevich (CRD# 5352926) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 16 years of experience in the finance industry. Peter Knezevich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank Ssb | Tampa, FL | Apr 2023 - Current | 1 |
| Charles Schwab & Company, Inc. | Tampa, FL | Apr 2017 - Current | 7 |
| Capital One Investing, LLC | Seattle, WA | Jun 2016 - Apr 2017 | < 1 |
| Raymond James & Associates, Inc. | St. Petersburg, FL | Apr 2014 - Jun 2016 | 2 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg, FL | Jun 2012 - Jun 2016 | 4 |
| Raymond James Financial Services | St. Petersburg, FL | Apr 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- CO
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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