Anthony Robert Sergio

Current Employers

Employment History

• 08/2016 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA
• 08/2016 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Previous Registrations

• 2007-11-02 → 2016-08-11
  Msi Financial Services, Inc.
  Lansdale, PA
  Lansdale, PA

Other Businesses

1)1847 FINANCIAL INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 388 MAIN ST HARLEYSVILLE, PA 19438| START DT: 8/8/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) LANDORD | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 388 MAIN ST SUITE B HARLEYVILLE PA 19438 | START DATE: 8/2/2016 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: NONE, PROPERTY OWNER ONLY MANAGED BY REALITY COMPANY. 3) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: SERGIO FINANCIAL GROUP | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 388 MAIN STREET HARLEYSVILLE, PA 19438 | START DATE: 12/19/2019 | NATURE OF ACTIVITY: INSURANCE , BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS |DESCRIPTION OF DUTIES: INSURANCE & INVESTMENT SALES & SERVICE (LIFE INSRUANCE, ANNUITIES, ADVISORY, DISABILITY INSURANCE) FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 4)MALENO FINANCIAL SERVICES LLC; POSITION: 1% OWNER OF LLC NATURE: LIFE INSURANCE BROKERAGE INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/09/2023 ADDRESS: 345 MAIN STREET, SUITE 103, HARLEYSVILLE PA 19438, UNITED STATES DESCRIPTION: LLC OWNERAND FIXED INSURANCE SALES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-04-11

Other Names

• Anthony Robert Sergio