Licensing
Our Financial Services Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Services Representatives must pass comprehensive exams to obtain a license to sell products in your state.
Securities
Our offices are licensed to sell security products in the following jurisdictions: California, Connecticut, Florida, Georgia, Hawaii, Iowa, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Utah, Virginia, Washington, Wisconsin, Alabama, Colorado, Delaware, Kentucky, Mississippi, Tennessee, Illinois, Texas
Insurance
Our offices are licensed to sell Insurance products in the following jurisdictions: California, Connecticut, Florida, Georgia, Hawaii, Iowa, Maine, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin, Colorado, Alabama, Delaware, Illinois, Kentucky, Mississippi, New Hampshire, New Mexico, Tennessee, Nevada, Oregon, West Virginia, Arizona
Michael Pine | CA Insurance License No: 0C40032 | Domicile State: NJ
Sergio Pessoa | CA Insurance License No: CA- 0N11958 | Domicile State: NJ
Paul Meyer | CA Insurance License No: CA- 4112203 | Domicile State: NJ
Maddalena Egbert | CA Insurance License No: 4207375 | Domicile State: NY
Thomas Yannetti | CA Insurance License No:4218984 | Domicile State: NJ
Paul Bacchioni | Domicile State: NJ
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.