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, CO, DC, FL, GA, MD, MI, NC, NJ, NY, RI, TX, VA

Securities

We have individuals registered to offer securities in the following jurisdictions: AK, AL, CA, CO, FL, GA, LA, MD, MO, NC, NJ, NV, NY, PA, TX

CRN202102-244092