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Peter William Knezevich

Charles Schwab & CO., Inc.

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About Peter William Knezevich

Peter William Knezevich is a financial advisor with Charles Schwab & Co., Inc. in Tampa, FL. He is also registered with the state of Colorado as an investment advisor representative. Peter has been in the industry since 2007 and holds the Series 66, Series 7 and Series 24 licenses. He is also a Certified Financial Planner. Peter has worked with several firms in the past, including Raymond James & Associates, Inc. and Capital One Investing, LLC.

Firm Information

Peter Knezevich is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Peter Knezevich’s Registration & Firm History

FL

05/04/2021 - Present

Charles Schwab & CO., Inc. (Tampa FL)

VA

06/15/2016 - 04/05/2017

CAPITAL ONE INVESTING, LLC (MCLEAN VA)

FL

04/23/2014 - 06/03/2016

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

04/16/2012 - 06/03/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

09/20/2010 - 03/16/2012

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

FL

01/13/2009 - 06/22/2010

WADDELL & REED, INC. (TAMPA FL)

FL

08/06/2007 - 10/22/2008

AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 08/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Peter William Knezevich.
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