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