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: AL, DC, FL, IL, KS, MN, MO, NM, OR, PA, TX

Securities

We have individuals registered to offer securities in the following jurisdictions: CO, FL, GA, IL, IN, KS, KY, MO, NC, OH, PA, TX