Licenses

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, FL, MA, ME, NC, NH, PA, RI, VT

We have individuals licensed to sell securities in the following jurisdictions: CO, FL, MA, ME, NH, RI, VA, PA