Broker Check

Licenses

“If I am not for myself, who will be for me?
If I am only for myself, what am ‘I’? And if not now, when?”

~ Rabbi Hillel, Ethics of our Fathers (110 BCE)

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.

I am insurance licensed in: DC, FL, MA, MD, NC, NJ, NY, SC and VT

Investment licenses: Series 6 and Series 63

Domiciled in NY

I am licensed to sell securities in: NY, NJ and MA