Professionals

Nick Kavallieratos, CLU
nick@kapplanning.com
New York, NY
212 261-9824

Jared S. Levy, CERTIFIED FINANCIAL PLANNER
jared@kapplanning.com
New York, NY
212 261-9815

Steven Litner, CPA, ChFC, CLU
steven@kapplanning.com
212 261-9802

Raymond Shweky ChFC, CLU
raymond@kapplanning.com
(212) 261-4850

Edward Shweky, CLU, ChFC
ed@kapplanning.com
212 261-9806

Kelly Sondey
kelly@kapplanning.com
New York, NY
212-261-9810

Harold Wilshinsky, MSFS, CLU, ChFC
harold@kapplanning.com
New York, NY
212 261-9801

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Jared Levy is a registered representative and investment advisor representative who offers securities products and investment advisory services through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC, and as an agent of AXA Network, LLC and/or its affiliates, including AXA Network Insurance Agency, LLC (in California) and/or AXA Network Insurance Agency of Utah, LLC (in Utah) offers the annuity and insurance products of AXA Equitable Life Insurance Company(NY, NY) as well as other unaffiliated insurance companies. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. Jared Levy is licensed to transact insurance business in the following states: CT, FL, KY, NY; and is registered to offer securities in the following states: CA, CT, FL, NJ, NY; and authorized to offer investment advisory services in: CA, CT, FL, MI, NJ, NY, VA;. The information in this web site is not investment or securities advice and does not constitute an offer.

KAP Planning, Ltd is not owned or operated by AXA Advisors, LLC or its affiliates.

Link to AXAonline.com