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: FL, MA, ME, NC, NY, OH, VT

Securities

We have individuals registered to offer securities in the following jurisdictions: AK, CA, CO, CT, FL, GA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, TX, VT