Alexander John Petsis

Current Employers

Employment History

• 12/2013 → Present
  Various Insurance Carriers
  Newtown, PA
• 04/2016 → Present
  Petsis Financial, Llc
  Newtown, PA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Newtown, PA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Newtown, PA
• 11/2018 → Present
  Anthony Petsis & Associates Inc.
  Newtown, PA
• 08/2013 → 11/2018
  Anthony Petsis & Associates Inc.
  Newtown, PA
• 08/2013 → Present
  Anthony Petsis Clu, Chfc, Llc
  Newtown, PA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Newtown, PA
• 2013-10-18 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Newtown, PA
  St. Petersburg, FL

Other Businesses

1) VARIOUS INSURANCE COMPANIES POSITION: Producer NATURE: Sole Proprietorship/Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 9 START DATE: 12/02/2019 ADDRESS: 401 S. State Street, Newtown PA 18940, United States DESCRIPTION: Selling and educating clients regarding various insurance products. 2) ANTHONY PETSIS & ASSOCIATES, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2013 ADDRESS: 401 South State Street, Newtown PA 18940, United States DESCRIPTION: Wealth management and client service 3) PETSIS FINANCIAL, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 210 START DATE: 12/02/2019 ADDRESS: 401 S. State Street, Newtown PA 18940, United States DESCRIPTION: Business I enact personally through the broker dealer will be paid to the LLC 4) ANTHONY PETSIS & ASSOCIATES, INC POSITION: Financial Planner NATURE: S Corp taxed as partnership, 1% owner INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/05/2018 ADDRESS: 401 S. State Street, Newtown PA 18940, United States DESCRIPTION: Financial consulting and planning performed on an hourly basis 5) ANTHONY PETSIS & ASSOCIATES, INC POSITION: Teaching/Instruction NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2020 ADDRESS: 401. S. State Street, Newtown PA 18940, United States DESCRIPTION: Presenting a seminar on Special Needs Financial Planning. 6) RIDINGS OF NEWTOWN COMMUNITY SERVICES ASSOCIATION, INC POSITION: Member at Large NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2021 ADDRESS: 975 Easton Road, Ste. 102, Warrington PA 18976, United States DESCRIPTION: Member at large for a community association, no check writing or money handling. 7) ST. ANDREW'S CATHOLIC CHURCH NEWTOWN POSITION: Secretary NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2025 ADDRESS: 81 Swamp Road, Newtown PA 18940, United States DESCRIPTION: I will take notes and decimate notes to our pastoral council board.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-17

Designations

Other Names

• Alex John Petsis
• Alexander John Petsis
• Alexander Petsis Petsis