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866.311.TEAM (8326)
Stephanie Yamashiro
Business Name:
Agent for New York Life Insurance Company, Financial Services Professional for NYLIFE Securities LLC
Business Description:
I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 801 N. Brand Blvd., PH Suite, Glendale, CA, 91203 (818) 662-7500 Neither New York Life Insurance Company, NYLIFE Securities LLC, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My CA Insurance License #0N01249 My AZ Insurance License #9189986 My DC Insurance License is #3001883188 My HI Insurance License #493907 My ID Insurance License #881688 My IL Insurance License is #19189986 My MD Insurance License is #3001883237 My NC Insurance License is #19189986 My NJ Insurance License #3001334027 My NV Insurance License #3633864 My OH Insurance License #1365927 My PA Insurance License is #1063005 My TX Insurance License #2627178 My VA Insurance License is #1302569 My WI Insurance License is #19189986
How Business Creates Value:
With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you. Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the long haul, so you can count on me to help manage and update our approach as your life changes.
How Member Creates Value:
I enjoy making personal connections and building relationships. to learn and understand what people's goals are. In having personal conversations I'm able to better understand how I can leverage my network to assist others and be a resource to my community..

Skills

  • 401ks (individual and business retirement planning needs)
  • IRAs (traditional and ROTH)
  • Fixed and Variable Annuities
  • 529 plans (educational planning needs)
  • Life Insurance (Term and Permanent)
  • Long Term Care
  • Mortgage Acceleration & Protection Planning

Credentials

  • TEAM member since 2020
  • California Insurance (Life, Accident & Health, LTC, & Variable Policies)
  • Arizona Insurance (Life, Accident & Health, LTC & Variable Policies)
  • DC Insurance (Life, Accident & Health, LTC & Variable Policies)
  • Hawaii Insurance (Life, Accident & Health, LTC & Variable Policies)
  • Idaho Insurance (Life, Accident & Health, LTC & Variable Policies)
  • Illinois (Life, Accident & Health, LTC & Variable Policies)
  • Maryland (Life, Accident & Health, LTC & Variable Policies)
  • North Carolina (Life, Accident & Health, LTC & Variable Policies)
  • New Jersey Insurance (Life, Accident & Health, LTC & Variable Policies)
  • Nevada Insurance (Life, Accident & Health, LTC & Variable Policies)
  • Ohio Insurance (Life, Accident & Health, LTC & Variable Policies)
  • Pennsylvania (Life, Accident & Health, LTC & Variable Policies)
  • Texas Insurance (Life, Accident & Health, LTC & Variable Policies)
  • Virginia Insurance (Life, Accident & Health, LTC & Variable Policies)
  • Wisconsin Insurance (Life, Accident & Health, LTC & Variable Policies)
  • SIE
  • Series 6
  • Series 63

Interests

  • Travel
  • Wine
  • Food
  • Bourbon/Whiskey
  • Jigsaw Puzzles
  • Cooking
  • Bearded dragons