Licensing

Our Financial Professionals 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 Professionals must pass exams to obtain a license to sell products in your state.

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

New Jersey, New York, Pennsylvania, Colorado, Connecticut, Florida, Georgia, Massachusetts, Maryland, Maine, Michigan, Minnesota, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, 

California Insurance Lic. #4222114

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

California, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Texas, Utah, Vermont, Virginia, 

MM202508-302381