Joseph Augustin Petrovich

Current Employers

Employment History

• 04/2015 → 09/2021
  Michigan Financial Companies
  Southfield, MI
• 09/2021 → Present
  Michigan Financial Companies
  Southfield, MI

Other Businesses

1. MICHIGAN FINANCIAL COMPANIES POSITION: Director of Advisor Services NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2021 ADDRESS: 28411 Northwestern Hwy, 1300, Southfield MI 48034, United States DESCRIPTION: Registered admin. Provide service firm wide to all advisors for business and system related questions. Re-paper new advisors joining the firm from other BDs. Help train advisors and staff on account opening and compliance procedures. 2. REAGAN HAMILTON POSITION: Processor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 28411 Northwestern Hwy, Ste 1300, Southfield MI 48034, United States DESCRIPTION: Paperwork processing. Advisor will provide details of the product they are writing and client info. If the client is already in the system I will create all necessary paperwork for the carrier and Osaic to satisfy all compliance and delivery. I will send it to the client, and upon return process in accordance with Osaic procedure guidelines. If client is not in the system, advisor will provide all information to create a full client profile which I will do.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-14