| Name | Title | Contact Details |
|---|---|---|
Jordan Rosenfeld |
Chief Compliance Officer and Regional Counsel - Marsh McLennan Agency | Profile |
Christina Gallo |
Assistant General Counsel, Litigation | Profile |
Susan Stone |
General Counsel | Profile |
Mikhail Vanyo |
General Counsel | Profile |
Kenneth Miao |
AVP and Chief Tax Counsel | Profile |
Vanacore Associates is a Folsom, CA-based company in the Financial Services sector.
Insurance Institute of Canada is a Toronto, ON-based company in the Financial Services sector.
Massachusetts Mutual Life Ins is a Tampa, FL-based company in the Financial Services sector.
Davis and Graeber Insurance Services is a Redlands, CA-based company in the Financial Services sector.
American Portfolios Financial Services, Inc. (APFS) is a full-service broker/dealer and registered FINRA/SIPC member firm, whose primary mission is to provide the best business solutions, support and services that its finanical professionals require to achieve financial freedom for their clients. The firm currently has more than 800 independent investment professionals located in over 360 branch locations throughout the nation. APFS has created a decidedly competitive presence in the industry as one of the top 50 independent broker/dealers in the country.* The firm offers a full range of: 1) non-proprietary investment products, 2) personal services such as insurance planning, retirement, estate and college planning, 3) full service securities brokerage through its clearing relationship with Pershing, LLC, a BNY Mellon firm and 4) fee based asset management services through parent company subsidiary, American Portfolios Advisors, Inc. (APA), an SEC registered investment advisor.