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
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
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 License No: CA- 4207375 | Domicile State: NY
Thomas Yannetti | 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.