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: CT, FL, NC, NJ, NY,  PA, and TX

 

SECURITIES
We are licensed to sell securities in the following jurisdictions: CT, FL, NC, NJ, NY and PA