Peter Cuddy

Peter Cuddy Email and Phone Number

Financial Advisor at Citizens Private Client @ Citizens
Peter Cuddy's Location
Providence, Rhode Island, United States, United States
Peter Cuddy's Contact Details

Peter Cuddy personal email

n/a
About Peter Cuddy

Peter Cuddy is a Financial Advisor at Citizens Private Client at Citizens. He possess expertise in retirement planning, investments, asset allocation, series 7, mutual funds and 20 more skills.

Peter Cuddy's Current Company Details
Citizens

Citizens

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Financial Advisor at Citizens Private Client
Peter Cuddy Work Experience Details
  • Citizens
    Financial Advisor At Citizens Private Client
    Citizens Nov 2019 - Present
    Providence, Rhode Island, Us
  • Merrill Edge
    Investment Consultant
    Merrill Edge Apr 2015 - Nov 2019
  • Santander Investment Services
    Financial Consultant
    Santander Investment Services Oct 2014 - Apr 2015
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 2011 - Oct 2014
    New York, Ny, Us

Peter Cuddy Skills

Retirement Planning Investments Asset Allocation Series 7 Mutual Funds Investment Advisory Financial Advisory Series 63 Uniform Combined State Law Financial Services Strategic Financial Planning Retirement Alternative Investments Portfolio Management Asset Management Estate Planning Financial Analysis Fixed Annuities 401k Insurance Risk Management Life Insurance Series 9 Series 10 Series 65

Peter Cuddy Education Details

  • Florida State University
    Florida State University
    Finance
  • Florida State University
    Florida State University
    Real Estate

Frequently Asked Questions about Peter Cuddy

What company does Peter Cuddy work for?

Peter Cuddy works for Citizens

What is Peter Cuddy's role at the current company?

Peter Cuddy's current role is Financial Advisor at Citizens Private Client.

What is Peter Cuddy's email address?

Peter Cuddy's email address is peter.cuddy@ml.com

What schools did Peter Cuddy attend?

Peter Cuddy attended Florida State University, Florida State University.

What skills is Peter Cuddy known for?

Peter Cuddy has skills like Retirement Planning, Investments, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, Financial Advisory, Series 63, Uniform Combined State Law, Financial Services, Strategic Financial Planning, Retirement.

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