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.


We have individuals licensed to sell insurance products in the following jurisdictions: CA, MA, NY, VA
California Insurance Licensing: #Kevin A. Luss, CA Insurance License #OC-33158, State of Domicile New York


We have individuals registered to offer securities in the following jurisdictions: CA, MA, NC, NY