about us

Licenses

Our Financial Services Representatives combine their education in financial services with their 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.

Our offices are licensed to sell insurance products in the following jurisdictions:

FL, NY, PA, PR, VA

We also have agents licensed to sell securities in the following jurisdictions:

FL, NY, PA, PR, VA

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

CRN201501-143460

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Florida, New York, Pennsylvania, Puerto Rico, Virginia

Securities

We have individuals registered to offer securities in the following jurisdictions:
Florida, New York, Pennsylvania, Puerto Rico, Virginia

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.


CRN202102-244205