Our Financial Service Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Service Representatives must pass comprehensive exams to obtain a license to sell products in your state.
Insurance
Our offices are licensed to sell insurance products in the following jurisdictions: FL, MD, ME, MI, MO, NY, SC, UT, WA
Securities
We also have agents licensed to sell securities in the following jurisdictions: DC, DE, LA, MD, NJ, NY, TX, UT, VA
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
