Trust Administrators, Inc. (TAI) operates in California as a registered third-party administrator under the name Professional Staffing Administrators, License Number 0E81368. We administer employee benefit programs on behalf of employers and their employees, including: cafeteria plans (Code section 125), commuter benefits (Code section 132), health savings accounts (Code section 223), health reimbursement arrangements for medical, dental and vision (Code section 105) and COBRA (Code section 4980B).
Royce A. Charney, J.D. has insurance licenses from the following states: Arizona (115252), California (0667443), Florida (E062736) and Nevada (222385). Other licenses may be pending at the time of this posting. Accordingly, information will be updated as necessary.
Royce A. Charney is a Registered Representative. Securities are offered through American Investors Company, Member FINRA/SIPC. American Investors Company and Royce A. Charney are licensed in California and may only transact business in that state. For more information visit www.finra.org
Cheryl Charney is a Registered Representative. Securities are offered through American Investors Company, Member FINRA/SIPC. American Investors Company and Cheryl Charney are licensed in California and may only transact business in that state. For more information visit www.finra.org
Our broker-dealer, American Investors Company, maintains a business continuity plan (BCP). For more information about the BCP or other compliance matters, visit www.americaninvestorsco.com
It is understood that we will not attempt to transact either insurance or securities on your behalf unless we are licensed in your state. Nothing contained herein should be construed as an offer or solicitation to purchase any security or invest in any asset management program. Such offer or solicitation to purchase can only be accomplished by your receipt of a prospectus or appropriate offering materials.
Royce Charney or Cheryl Charney may simultaneously offer other products and services, including, but not limited to, tax preparation and bookkeeping services, real estate and mortgage brokerage services, independent investment advisory services, and non-securities-related insurance products that are offered individually, or through other various entities, that are not affiliated with, or in any way, supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities and advisory services provided by the Charneys through American Investors Company.
For additional information, please contact us.