Years of Experience
5-20+ Years
NEWTOWN, PA
12 Years Experience
0 Disclosures
ADVISOR BIO
Alexander Petsis is a financial advisor with over 10 years of experience in the financial services industry. Alexander is currently registered with Osaic Wealth, Inc. and Anthony Petsis & Associates Inc. in Pennsylvania, Florida, and Texas. Alexander is also a Certified Financial Planner. Alexander's areas of expertise include financial planning, portfolio management, and insurance. Alexander has a strong commitment to providing personalized financial advice to clients.
SPECIALIZATIONS
NEWTOWN, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Amanda Teeson is a financial advisor with Commonwealth Financial Network, located in Newtown, PA. Amanda has been in the industry since 2022. Amanda holds a Series 7TO, Series 63 and SIE licenses. Amanda has experience working with high-net-worth individuals, individuals, corporations, charitable organizations, pension and profit sharing plans, state or municipal government entities and insurance companies.
SPECIALIZATIONS
Newtown, PA
24 Years Experience
0 Disclosures
ADVISOR BIO
Ami Vastupal Shah is a financial advisor with over 20 years of experience in the financial services industry. Ami has a strong background in investment management and has held various positions at prominent firms such as Merrill Lynch, Prudential Investment Management Services LLC, and J.P. Morgan Institutional Investments Inc. Ami is currently registered with Advisors Asset Management, Inc., a firm that provides investment advisory services to individuals, businesses, and institutions. Ami has a comprehensive understanding of investment strategies and can help clients develop personalized financial plans to meet their unique goals.
SPECIALIZATIONS
NEWTOWN, PA
0 Disclosures
ADVISOR BIO
Amy Leis-hocking is a financial advisor with Main Street Financial Solutions, LLC. Amy has been in the industry for over 11 years and has experience providing financial advice to individuals, families, and businesses. Amy is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Amy's previous experience includes working as a financial advisor for Janney Montgomery Scott LLC.
SPECIALIZATIONS
Newtown, PA
0 Disclosures
ADVISOR BIO
Andrew Divalentino is a financial advisor registered with Commonwealth Financial Network. Andrew has been in the financial services industry since June 2017. Andrew has a background in the financial services industry and holds the Certified Financial Planner designation. Andrew works out of the Newtown, PA office of Commonwealth Financial Network. Andrew is a registered Investment Advisor Representative (IAR) in Pennsylvania.
SPECIALIZATIONS
NEWTOWN, PA
0 Disclosures
ADVISOR BIO
Andrew Whitten Brick is a financial advisor with over 25 years of experience in the industry. Andrew is currently registered with Brick & Kyle Associates Inc. in Pennsylvania and is also a Certified Financial Planner. Andrew has previously worked at Coastal Equities, Inc., Moors & Cabot, Inc., Moors & Cabot Financial Advisors, LLC, Melhado, Flynn & Associates, Inc., and PaineWebber Incorporated. Andrew has a strong track record of providing financial advice to individual clients, and his expertise spans a broad range of financial planning needs.
SPECIALIZATIONS
NEWTOWN, PA
4 Years Experience
1 Disclosures
ADVISOR BIO
Anthony David Goerss is a financial advisor at Wells Fargo Clearing Services, LLC in Newtown, PA. Anthony has been in the financial services industry since April 1, 2021. Previously, Anthony worked at J.P. MORGAN SECURITIES LLC in Haverford, PA. Anthony is licensed to sell securities in Pennsylvania. Anthony has passed the Series 63, Series 6TO, and SIE exams.
SPECIALIZATIONS
NEWTOWN, PA
41 Years Experience
0 Disclosures
ADVISOR BIO
Anthony 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.
SPECIALIZATIONS
NEWTOWN, PA
0 Disclosures
ADVISOR BIO
Anthony John Carrino is a financial advisor with Roble, Belko and Company, Inc. in Newtown, PA. Anthony has over 27 years of experience in the financial services industry. Anthony holds Series 3, 63 and 66 licenses and is a Certified Financial Planner and Chartered Financial Consultant. Anthony specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and charitable organizations. Anthony is also a sole proprietor of Sycamore Consulting, where he consults on investments.
SPECIALIZATIONS
NEWTOWN, PA
0 Disclosures
ADVISOR BIO
Ayman Ezzat is a financial advisor at Main Street Financial Solutions, LLC. Ayman has been in the financial industry for over 10 years. Ayman is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Ayman holds Series 7 and Series 66 registrations. Ayman has experience working with high net worth individuals, corporations, and charitable organizations.
SPECIALIZATIONS