The Legacy Group
Consulting Group
4300 East 53rd Street
Davenport, IA 52807
tel: 563.344.4300
toll free: 800.553.1871
fax: 563.344.4356
 
Financial Advisor Details

Philip M. Seline
Vice President - Wealth Management
Guided Portfolio Manager
Wealth Advisory Specialist
tel: 563.344.4331
toll free: 800.553.1871
fax: 563.344.4356
philip.m.seline@smithbarney.com
  • 1996 - Present: Smith Barney
    Vice President - Wealth Management
    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
  • Designation All Saints Catholic School Board
    School Board President
    Davenport, IA
  • Holy Family Finance Council
    Lay Director
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
tel: 563.344.4328
toll free: 800.553.1871
fax: 563.344.4356
laura.silverberg@smithbarney.com
  • 2000 - Present: 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
  • Neil Armstrong PTA
    Temple Emanuel
    Jewish Federation
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
 
Staff Details

Courtney Rodriquez
Client Service Associate
tel: 563.344.4325
fax: 563.344.4356
courtney.rodriguez@smithbarney.com
   Experience

  • 2 Years Banking Experience with Alcoa Credit Union
  • Smith Barney Internship - 2004
 
 
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