Sri Jonnada, Financial Services Professional

at 3030 NW Expressway Ste 1800, Oklahoma City , 73112 United States

1. Financial Planning
2. Professional Service

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Description

I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Oklahoma. No insurance business may be conducted outside this/these state(s) referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. (Oklahoma City General Office 3030 NW Expressway Ste 1800 OKC, OK 73112). In this regard, this communication is strictly intended for individuals residing in the states of Oklahoma. No offers may be made or accepted from any resident outside the specific state referenced. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

General Info

I became an Agent with New York Life Insurance Company in January 2009 after working for 6 years in the Real Estate and Restaurant industry. After attending the University of Central Oklahoma, I became the owner and operator of a restaurant, real estate agency, and construction company. Having vast experience working both as and with business owners, I am sensitive to the needs and challenges of entrepreneurs. I live in Oklahoma City and am a proud member of the community. I serve as a Board Member for the India Chamber of Commerce, Asian Chamber of Oklahoma, am a founding member of the Banyan Referral Group, and am an active member of several other community organizations. I have a process driven approach that focuses on understanding and achieving the business and personal objectives of my clients. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to, college funding, retirement and lifetime income strategies, estate planning, and life insurance. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Company Rating

12 Facebook users were in Sri Jonnada, Financial Services Professional. It's a 24 position in Popularity Rating for companies in Professional Service category in Oklahoma City, Oklahoma

510 FB users likes Sri Jonnada, Financial Services Professional, set it to 27 position in Likes Rating for Oklahoma City, Oklahoma in Professional Service category

Summary

Sri Jonnada, Financial Services Professional is Oklahoma City based place and this enity listed in Financial Planning category. Located at 3030 NW Expressway Ste 1800 OK 73112. Contact phone number of Sri Jonnada, Financial Services Professional: 405-813-7582 or 405-326-3467