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STEWARD PARTNERS INVESTMENT SOLUTIONS LLC
Address:
15495 SW SEQUOIA PKWY
PORTLAND, OR 97224
Phone
971-353-7800
URL:
http://www.umpquainvestments.com
Email:
ginny.davis@stewardpartnersis.com
National Producer Number:
7553777
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License Information
License Type
License Number
Original Issue Date
Status
Effective Date
Expiration Date
Non-Res. Producer Firm
18635
11/10/2004
Active
04/26/2012
04/30/2027
Qual Information
Qualification Type
Original Issue Date
Status
Effective Date
Health
11/10/2004
Active
04/26/2012
Life
11/10/2004
Active
04/26/2012
Var. Annuities/Var. Life
11/10/2004
Active
04/26/2012
20 Appointments
476
Company Name
Appointment Type
Status
Active Date
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
Life
Active
06/02/2022
Var. Annuities/Var. Life
Active
06/13/2022
1670
Company Name
Appointment Type
Status
Active Date
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY
Life
Active
08/10/2022
43
Company Name
Appointment Type
Status
Active Date
AMERICAN GENERAL LIFE INSURANCE COMPANY
Life
Active
09/23/2022
Var. Annuities/Var. Life
Active
09/23/2022
63
Company Name
Appointment Type
Status
Active Date
AMERICAN NATIONAL INSURANCE COMPANY
Health
Active
08/14/2013
Life
Active
08/14/2013
164894
Company Name
Appointment Type
Status
Active Date
AMFIRST INSURANCE COMPANY
Life
Active
02/20/2025
114006
Company Name
Appointment Type
Status
Active Date
EAGLE LIFE INSURANCE COMPANY
Life
Active
01/10/2023
827
Company Name
Appointment Type
Status
Active Date
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Life
Active
05/27/2022
Var. Annuities/Var. Life
Active
05/27/2022
1025
Company Name
Appointment Type
Status
Active Date
FORETHOUGHT LIFE INSURANCE COMPANY
Health
Active
05/11/2015
Life
Active
05/11/2015
Var. Annuities/Var. Life
Active
05/11/2015
312
Company Name
Appointment Type
Status
Active Date
FORTITUDE LIFE INSURANCE & ANNUITY COMPANY
Life
Active
08/30/2012
Var. Annuities/Var. Life
Active
08/30/2012
1036
Company Name
Appointment Type
Status
Active Date
INTEGRITY LIFE INSURANCE COMPANY
Life
Active
06/04/2024
897
Company Name
Appointment Type
Status
Active Date
JACKSON NATIONAL LIFE INSURANCE COMPANY
Var. Annuities/Var. Life
Active
05/07/2018
410
Company Name
Appointment Type
Status
Active Date
MIDLAND NATIONAL LIFE INSURANCE COMPANY
Life
Active
09/01/2022
Var. Annuities/Var. Life
Active
09/01/2022
1453
Company Name
Appointment Type
Status
Active Date
NATIONWIDE LIFE AND ANNUITY INSURANCE COMPANY
Health
Active
06/03/2022
Life
Active
06/03/2022
Var. Annuities/Var. Life
Active
06/03/2022
459
Company Name
Appointment Type
Status
Active Date
NATIONWIDE LIFE INSURANCE COMPANY
Health
Active
06/03/2022
Life
Active
06/03/2022
Var. Annuities/Var. Life
Active
06/03/2022
512
Company Name
Appointment Type
Status
Active Date
PACIFIC LIFE INSURANCE COMPANY
Life
Active
04/25/2014
Var. Annuities/Var. Life
Active
04/25/2014
817
Company Name
Appointment Type
Status
Active Date
PRUCO LIFE INSURANCE COMPANY
Life
Active
08/30/2012
Var. Annuities/Var. Life
Active
08/30/2012
556
Company Name
Appointment Type
Status
Active Date
PRUDENTIAL INSURANCE COMPANY OF AMERICA
Life
Active
08/30/2012
Var. Annuities/Var. Life
Active
08/30/2012
1059
Company Name
Appointment Type
Status
Active Date
STATE LIFE INSURANCE COMPANY
Health
Active
10/28/2015
Life
Active
10/28/2015
580
Company Name
Appointment Type
Status
Active Date
SYMETRA LIFE INSURANCE COMPANY
Health
Active
02/26/2018
Life
Active
02/26/2018
Var. Annuities/Var. Life
Active
02/26/2018
890
Company Name
Appointment Type
Status
Active Date
TRANSAMERICA LIFE INSURANCE COMPANY
Life
Active
05/09/2023
Var. Annuities/Var. Life
Active
05/09/2023
row(s) 1 - 39 of 39
1 Individual Associations
Name
Association Type
Agent
Begin Date
End Date
JEANI T WINTERBOURNE
Designated Resp Lic Prdcr
Yes
07/25/2024
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1 - 1