Anthony Petsis and Associates, Inc. |
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ArticlesEighty percent of Americans agree they would benefit from having basic financial education and information.1 Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful. Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
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Anthony Petsis and Associates, Inc. is a registered investment advisor in the state of Pennsylvania. Anthony Petsis is an Investment Advisor Representative with and Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), member FINRA , SIPC and a Registered Investment Advisor. Non-security products and services are not offered through TFA.
Anthony Petsis & Associates is not affiliated with TFA. Anthony Petsis is licensed to sell securities in AZ,CA,CO,CT,DE,FL,GA,MA,MD,NC,ND,NH,NJ,NM,PA,SC & VT
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
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