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: CA, CT, FL, NC, NJ, NY, PA
California Insurance Licensing: #0J14330. Domiciled in CT.

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CT, FL, NC, NJ, NV, NY, PA