Paul Petrie

Paul Petrie Email and Phone Number

Owner and President at Winchester Financial Group, Inc. , Your Complete Wealth Management Resource. @ Cetera Advisor Networks LLC
el segundo, california, united states
Paul Petrie's Location
Stoneham, Massachusetts, United States, United States
About Paul Petrie

I was one of the co-founders of Winchester Financial Group, Inc. in 1994 and am now its sole owner. I am Series 6, 7, 63, and 66 registered, hold a Life/Accident and Health License and hold an Accredited Investment Fiduciary designation. My eclectic client base includes retirees, middle and high-level executives, as I work with individuals, families and corporations of all sizes.As the Regional Director for Advisors Alliance group, a region of Cetera Advisor Networks LLC, I have responsibility for supervising and recruiting top registered representatives to our division. Currently the division has over 60 Registered Representatives across multiple states. Our division was currently honored with the distinction of Cetera Financial Group's Circle of Excellence status, an elite distinction in recognition of our integrity, trustworthy client guidance and pursuit of excellence.Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other entity. The Cetera Financial Group's Circle of Excellence recognition was awarded to Advisors Alliance Group/Winchester Financial Group; it is not a guarantee of future investment success and should not be construed as an endorsement by any client.

Paul Petrie's Current Company Details
Cetera Advisor Networks LLC

Cetera Advisor Networks Llc

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Owner and President at Winchester Financial Group, Inc. , Your Complete Wealth Management Resource.
el segundo, california, united states
Employees:
770
Paul Petrie Work Experience Details
  • Cetera Advisor Networks Llc
    Regional Director
    Cetera Advisor Networks Llc Sep 2013 - Present
    91 Montvale Avenue, Stoneham, Ma 02180
    Oversees 60 independent registered reps. Responsible for supervision, compliance, training, education and support.
  • Winchester Financial Group
    Owner And President
    Winchester Financial Group Feb 1994 - Present
    91 Montvale Avenue Stoneham, Ma 02180 (781) 438-0110
    Responsible for managing the Brokerage Operation, recruiting brokers and agents to Winchester Financial Group's General Agency as well as recruiting registered reps to the Winchester Financial Group Division of Tower Square Securities, Inc. from 1996 to 2010. Became President and sole owner of Winchester Financial Group in January 2010.

Paul Petrie Education Details

Frequently Asked Questions about Paul Petrie

What company does Paul Petrie work for?

Paul Petrie works for Cetera Advisor Networks Llc

What is Paul Petrie's role at the current company?

Paul Petrie's current role is Owner and President at Winchester Financial Group, Inc. , Your Complete Wealth Management Resource..

What schools did Paul Petrie attend?

Paul Petrie attended Westfield State University, Andover High School.

Who are Paul Petrie's colleagues?

Paul Petrie's colleagues are Karena Dickerson, Gerstein Chera, Mike Lincoln, Lisa Gent, James Levine, David Palmer, Kevin Wilson.

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