Alexander Petsis, financial advisor Newtown PA
89 score

Alexander Petsis

CRD Number: 6204538
Current Firm: Signator Investors, Inc.

Alexander Petsis (CRD# 6204538) is an Investment Advisor Representative working at Signator Investors, Inc. in Newtown, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Newtown, PA May 2016 - Current < 1
Petsis Financial, LLC Newtown, PA Apr 2016 - Current < 1
Various Insurance Carriers Newtown, PA Dec 2013 - Current 3
Transamerica Financial Advisors, Inc. Newtown, PA Jun 2013 - Current 3
Anthony Petsis And Assoc Newtown, PA Jun 2009 - Jun 2013 4
Student Newtown, PA Jun 2002 - Jun 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Alexander P. Petsis
Phone Number: 800-543-6611
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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