Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Petsis is a financial advisor with over 38 years of experience in the industry. Anthony is registered with Osaic Wealth, Inc. and Anthony Petsis & Associates Inc. and has a long history of providing financial advice and investment services to individuals, families, and businesses. Anthony has a deep understanding of financial planning, investment management, and insurance products. Anthony is committed to helping clients achieve their financial goals, and provides personalized attention and guidance to help them make informed financial decisions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
11/02/2018 - Present
Osaic Wealth, Inc. (NEWTOWN PA)
PA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEWTOWN PA)
PA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NEWTOWN PA)
PA
01/31/1989 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (NEWTOWN PA)
CA
04/11/1989 - 08/01/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
05/11/1984 - 02/01/1989
MANEQUITY, INC.
BC
Issued 05/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/08/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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