Licensing

Our financial services representatives 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 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: CA
California Insurance Licensing: #0A90942, Domiciled in CA

Leo Guedalia, domiciled in CA, California Insurance Lic. #0815019
Samantha Jackson, CLU®, CLTC®, LUTCF®, domiciled in CA, California Insurance Lic. #0I59709
Leilani Llacuna, domiciled in CA, California Insurance Lic. #0I14140
Leonard Roberts, LUTCF®, CLTC®, domiciled in CA, California Insurance Lic. #0729528
Paul Salerno, JD*, LLM, MBA, domiciled in CA, California Insurance Lic. #0D71613
Akhilesh Sinha, CLTC®, LUTCF®, CFP®, domiciled in CA, California Insurance Lic. #0A90942

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, FL, MD, MS, NY, OK, TX

CRN202209-271451