Licensing

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

Tahir Jaffri, domiciled in NY, California Insurance Lic. #0F09115
Elwyn Voss, domiciled in NY, California Insurance Lic. #0F63769
Nathan Way, domiciled in NY, California Insurance Lic. #0H22337
Mark Kostrzewski, domiciled in New York, CA Insurance License #0D93593
Kevin Kluge, domiciled in New York, CA Insurance License #0G36366
James Ginnane, domiciled in New York, CA Insurance License #0D85535
Thomas Waring, domiciled in New York, CA Insurance License #0B18154
Thomas Zugger, domiciled in New York, CA Insurance License #0B80544
David Jacobs, domiciled in New York, CA Insurance License #0I34166
Edward Vespa, domiciled in New York, CA Insurance License #0F14179
Andrew Meyer, domiciled in New York, CA Insurance License #0J03768
Timothy Toomey, domiciled in New York, CA Insurance License #0D87016

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