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.

Insurance

Jonathan Polanco is licensed to sell insurance products in the following jurisdictions: CT, FL, NJ, NY

Anthony Spinelli is licensed to sell insurance products in the following jurisdictions: NY

Securities

Jonathan Polanco is registered to offer securities in the following jurisdictions: CT, FL, NJ, NY

Anthony Spinelli is registered to offer securities in the following jurisdictions: NY