Search

Philip F Swotkewicz

from South Jamesport, NY
Age ~79
Get Report
Also known as:
Philip J Swotkewicz, Philip W Swotkewicz, Philip Swotkewicz Ret, Phillip F Swotkewicz, Philip Z
Related to:
Mary F Swotkewicz, 79Patrick C Natale, 54Luis B Villar, 53Joseph A Swotkewicz, 76Patrick C NataleLauren A Natale, 49
Connected to:
Kathryn L Swoyer, 36Paul G Swoyer, 61Scotty E Swoyer, 63Mary S Swyers, 57Stephen C Swyers, 79Vicki J Swyers, 63Jamie K Swygard, 50Allison G Swygert, 58Kevin B Swygert, 48Rebecca L Swymeler, 73

Philip Swotkewicz Phones & Addresses

  • South Jamesport, NY
  • Aquebogue, NY
  • 1 Peconic Bay Blvd, Riverhead, NY 11901 (631) 722-4803
  • 649 Peconic Bay Blvd, Riverhead, NY 11901 (631) 722-4803
  • 652 Peconic Bay Blvd, Riverhead, NY 11901
  • Port Charlotte, FL
  • Calverton, NY
  • Mattituck, NY

Work

Company: Merrill lynch Jun 1, 2010 to 2015 Position: Senior vice president wealth management advisor

Education

Degree: Bachelors, Bachelor of Arts School / High School: Parsons College Specialities: Economics

Skills

Series 7 • Alternative Investments • Asset Allocation • Asset Management • Capital Markets • Equities • Finance • Financial Advisory • Fixed Income • Investment Strategies • Investment Advisory • Investments • Mutual Funds • Portfolio Management • Retirement Planning • Securities • Series 63 • Wealth Management

Industries

Financial Services

Public records

Vehicle Records

Philip Swotkewicz

View page
Address:
PO Box 187, South Jamesport, NY 11970
Phone:
(631) 779-2745
VIN:
5TFUU4EN1BX013948
Make:
TOYOTA
Model:
TACOMA
Year:
2011

Resumes

Resumes

Philip Swotkewicz Photo 1

Philip Swotkewicz

View page
Location:
2841 Peconic Bay Boulevard, Jamesport, NY
Industry:
Financial Services
Work:
Merrill Lynch Jun 1, 2010 - 2015
Senior Vice President Wealth Management Advisor
Morgan Stanley Apr 1983 - Jun 2010
Senior Vice President Investments
Ef Hutton Apr 1976 - Apr 1983
Financial Advisor
Legg Mason Wood Walker Jun 1972 - Mar 1976
Financail Advisor
Education:
Parsons College
Bachelors, Bachelor of Arts, Economics
Skills:
Series 7
Alternative Investments
Asset Allocation
Asset Management
Capital Markets
Equities
Finance
Financial Advisory
Fixed Income
Investment Strategies
Investment Advisory
Investments
Mutual Funds
Portfolio Management
Retirement Planning
Securities
Series 63
Wealth Management
Control profile
Philip F Swotkewicz from South Jamesport, NY, age ~79 Get Report