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: CA, MS, NC, NY, TX, VA, WI
California Insurance Licensing
Thomas Le, domiciled in CA, California Insurance Lic. #0H70950
Graham P. Gaerlan, domiciled in CA, California Insurance Lic. #0I93000
Roxanne DeJesus, domiciled in CA, California Insurance Lic. #0K08152
Kareem Bereteh, domiciled in CA, California Insurance Lic. #0G06375
Modesto Wong Tomeldan, Jr., domiciled in CA, California Insurance Lic. #0K09020
John Xuan Le, domiciled in CA, California Insurance Lic. #0K13230
Suleiman Sadeq Shetab, domiciled in CA, California Insurance Lic. #0K08151
Securities
We have individuals registered to offer securities in the following jurisdictions: CA, NY
