Our financial services professionals combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services professionals must pass comprehensive exams to obtain a license to sell products in your state.
Insurance
We have individuals licensed to sell insurance products in the following jurisdictions: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
California Insurance Licensing
Julieann Angie domiciled in NY, California Insurance Lic. 4453244
Dennis Behr domiciled in NY, California Insurance Lic. 4100174
Stephen Blass domiciled in NY, California Insurance Lic. 4293909
Samuel Chavarria, CLU, ChFC, AIF® domiciled in NY, California Insurance Lic. 4124613
Timothy Downing domiciled in NY, California Insurance Lic. 4312878
Adam Follmer domiciled in NY, California Insurance Lic. 4040665
Mark Kellogg, CASL®, RICP® domiciled in NY, California Insurance Lic. 4021198
Martin D. Steck domiciled in NY, California Insurance Lic. 4043026
Kyle Mattern domiciled in NY, California Insurance Lic. 4287703
Andrew Meyer domiciled in NY, California Insurance Lic. 0J03768
Charles Salina domiciled in NY, California Insurance Lic. 4440982
Timothy A. Stalker, LUTCF domiciled in NY, California Insurance Lic. 4330707
Ian Sylves domiciled in NY, California Insurance Lic. 4196885
Nathan Way, CLTC®, ChFC®, AIF® domiciled in NY, California Insurance Lic. 0H22337
Arkansas Insurance Licensing
William Oliver, domiciled in New York, AR Insurance License 16888971
Brian Trost, domiciled in New York, AR Insurance License 21388576
Edward Tunmore, domiciled in New York, AR Insurance License 6218826
Securities
We have individuals registered to offer securities in the following jurisdictions: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
