*James Shalek is licensed in CA, FL, IL, IN, NY, NC, OH, SC, WA, and WI to offer insurance products, and life insurance including variable life, annuities including variable annuities, and securities.
This site is not a solicitation of interest in any of these products in any other state.
IMPORTANT CONSUMER INFORMATION: James Shalek may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state’s registration requirements. Follow-up, individualized responses to consumers in a particular state by James Shalek that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of James Shalek, or any financial institution he represents, contact your state securities law administrator.