Our financial services professionals 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 professionals 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:
Raymond Pavicich: FL, IA, KS, MD, ME, MS, NJ, NY, PA
Alex Heringer: NY, NC, PA, MI, GA, RI, TX
Ian Sylves: CA, NY, FL, GA, MA, MO, ND, NV
Derek Szczupakowski: CA, MD, NY, OH, VA, WY
California Insurance Licensing
Ian Sylves domiciled in NY, California Insurance Lic. #4196885
Derek Szczupakowski domiciled in NY, California Insurance Lic. #4097653
Securities
We have individuals registered to offer securities in the following jurisdictions:
Raymond Pavicich: NY, MD, CA, OH, FL, IN, PA, NC, GA, KS, AL, NH, WA, NJ, TX, AZ, OR, IL
Alex Heringer: NY
Ian Sylves: NY, ND, NJ, NV, WA, PA, VA, TX, AZ, MA, CA, OR, WI
Derek Szczupakowski: TX, NY, PA, MD, FL, CA, UT, NC, WI, VA, WY, CO