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Consulting Group
4300 East 53rd Street
Davenport, IA 52807
Davenport, IA 52807
tel: 563-344-4300
toll free: 800-553-1871
fax: 563-344-4356
toll free: 800-553-1871
fax: 563-344-4356
Group Details
Philip M. Seline
Vice President - Wealth Management
Financial Advisor
Guided Portfolio Manager
Financial Advisor
Guided Portfolio Manager
tel: 563-344-4331
toll free: 800-553-1871
fax: 563-344-4356
Professional Details
- 1996 - present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Financial Advisor
Guided Portfolio Manager
Davenport, IA - 1987 - 1996: Dain Rauscher
Financial Advisor
Davenport, IA - BBA - Finance, 1985
University of Iowa
Iowa City, IA - Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 31 - Managed Futures & Commodities
Life, Health, Variable Annuities &
Long Term Care Insurance Licensed
Insurance License - Guided Portfolio Management Program
- Wealth Advisory Specialist
- University of Iowa Alumni Association
- St. John Vianney Catholic Church
Member
Philip M. Seline is licensed in the following state(s): AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MO, MT, NC, NE, NV, NY, OH, OK, SD, TX, WA, WI
Laura Silverberg
Second Vice President - Wealth Management
Financial Advisor
Wealth Advisory Specialist
Financial Advisor
Wealth Advisory Specialist
tel: 563-344-4328
toll free: 800-553-1871
fax: 563-344-4356
Professional Details
- 2000 - present: Morgan Stanley Smith Barney*
Second Vice President - Wealth Management
Davenport, IA - 1991 - 2000: State of Iowa - Juvenile Court Services
Juvenile Court Officer III
Davenport, IA - 1990 - 1991: State of Iowa - Juvenile Court Services
Juvenile Court Officer I
Sioux City, IA - BA - 1990
University of Wisconsin - Madison
Madison, WI - Masters Studies - 1996
Western Illinois University
Macomb, IL - Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 31 - Managed Futures & Commodities
Life, Health, Variable Annuities &
Long Term Care Insurance Licensed
Wealth Advisory Specialist Designation - Temple Emanuel
Jewish Federation - Rivermont Collegiate
Laura Silverberg is licensed in the following state(s): AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MO, MT, NC, NE, NV, NY, OH, SD, TX, WA, WI
Courtney Rodriquez
Client Service Associate
tel: 563-344-4325
fax: 563-344-4356
Professional Details
- 2 Years Banking Experience with Alcoa Credit Union
- Smith Barney Internship - 2004
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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