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.

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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:

Florida, New York, Pennsylvania, Puerto Rico, Virginia

CRN202101-241279
Securities

We have individuals registered to offer securities in the following jurisdictions:

Florida, New York, Pennsylvania, Puerto Rico, Virginia

CRN202101-241279
CRN202101-241279
CRN202101-241279