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.
Ryan Oestreich
Insurance: licensed to sell insurance products in the following jurisdictions: CA, FL, IL, MN, NC, NJ, NY, PA. CA Insurance License #4191562, domiciled in PA
Securities: registered to offer securities in the following jurisdictions: PA, NJ, NY, CA, CO, FL, IL, MA, MD, NC, SC, VA
John Donofrio
Insurance: licensed to sell insurance products in the following jurisdictions: CA, FL, IL, MN, NC, NJ, NY, PA. CA Insurance License #4191325, domiciled in PA
Securities: registered to offer securities in the following jurisdictions: PA, NJ, NY, GA, FL, DE, MD, IA, VA, MA, AZ, CA, CO, HI, ID, IL, NC, AL, SC, OR
Steven M. Shermetta
Insurance: licensed to sell insurance products in the following jurisdictions: DE, NJ, NY and PA
Securities: registered to offer securities in the following jurisdictions: PA