Licensing

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AL, AZ, CA, CT, FL, GA, IA, IN, KS, KY, LA, MA, MD, MI, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WI, WV

California Insurance Licensing: #CA Insurance License # 0D19200. Domiciled in New York State. 

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CT, FL, IA, KY, MI, NC, NV, NY, NJ, OH, PA, TN, VA.