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, DE, FL, NJ, SC, VA


Domiciled in FL, California Insurance Lic. #0K19372



Securities



We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, FL, SC, VA


CRN202209-271451