Licensing

Our Financial Services Representatives combine their education in financial services with their 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.

We have agents licensed to sell insurance in the following jurisdiction(s):

California

Name: Ashish Mohan Chowdhry
Domicile State: New Jersey
CA Insurance License Number: 0D13240

Connecticut
Delaware
Minnesota
North Carolina
New Jersey

We have agents licensed to sell securities in the following jurisdiction(s):

California
Connecticut
Georgia
Illinois
Kansas
Massachusetts
North Carolina
New Jersey
New York
Pennsylvania
Virginia

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.