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.


We have individuals licensed to sell insurance products in the following jurisdictions: AZ, CO, CT, FL, HI, KS, MA, MD, ME, NC, NH, NJ, NM, NV, NY, OH, RI, SC, TN, VA, VT


We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, CT, FL, GA, HI, IN, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, VT