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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
AL, AR, CA, CT, DE, Fl, HI, GA, KS, KY, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OK, PA, SC, TN, TX, VA, VT, WA, WV

California Insurance Licensing: Jeff Velastegui is domiciled in New York. CA Insurance License # OK65150 AR insurance license # 7238120

California Insurance Licensing: Matt Wilkow is domiciled in Ny. CA Insurance License # 4083568

Securities

We have individuals registered to offer securities in the following jurisdictions:

CA, CO, CT, FL, GA, HI, MA, MD, NC, NJ, NY, PA, SC, TX, TX, VT, WA

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.