Paul Edward Petrie

Current Employers

Employment History

• 05/1990 → Present
  Transameica
  Melrose, MA
• 02/1996 → Present
  Travelers Insurance Group
  Hartford, CT
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-09-20 → 2004-03-23
  Tower Square Securities, Inc.
  Thornton, NH
  Manlius, NY
  Stoneham, MA

Other Businesses

1. LICENSED INSURANCE AGENT OFFERING NON-VARIABLE INSURANCE PRODUCTS WINCHESTER FINANCIAL GROUP, INC AT BUSINESS ADDRESS FOR 20 TRADING AND 5 NON TRADING HOURS SINCE 1/2000///OWNS RENTAL PROPERTY- FROM RESIDENTIAL ADDRESS - 0 HOURS INVOLVED - SINCE 4/2011 ; 2. NAME OF OTHER BUSINESS: ADVISORS ALLIANCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: REGIONAL RECRUITING START DATE: 8/2014 POSITION/TITLE/RELATIONSHIP: RECRUITER APX NUMBER OF HOURS PER WEEK: N/A NONE DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: OBA FOR WEBSITE NAME ONLY ; 3. NAME OF OTHER BUSINESS: WOBURN LIONS CLUB INVESTMENT RELATED: NO ADDRESS: WOBURN, MA 01810 NATURE OF BUSINESS: CHARITY START DATE: 9/2017 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: NON PAID BOARD MEMBER ; 4. NAME OF OTHER BUSINESS: WINCHESTER FINANCIAL GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: DBA FOR INVESTMENT, ADVISORY AND FINANCIAL SERVICES ; START DATE: 09/2013 ; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: INVESTMENTS ADVISORY SERVICES AND FINANCIAL PLANNING ; 5. NAME OF OTHER BUSINESS: SUPPORTIVE LIVING INC. ; INVESTMENT RELATED: NO; ADDRESS: 400 W. CUMMINGS PARK SUITE 6100 WOBURN, MA 01801; NATURE OF BUSINESS: NON PROFIT; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: ADVISORY COUNCIL MEMBER ; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WORK WITH BOARD MEMBERS TO DEVELOP GIVING STRATEGY AND COLLABORATION CAMPAIGNS IN THE COMMUNITY;

Exams

• S66 Uniform Combined State Law Examination
  2000-10-04
• S63 Uniform Securities Agent State Law Examination
  1991-11-14