Licensing
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
I am licensed to sell insurance in the following jurisdictions: AZ, FL, HI, IN, MD, ME, MI, NC, NJ, NV, NY, PA, TN, and VA.
Securities
I am licensed to sell securities in the following jurisdictions: DE, FL, MD, MT, NJ, NY, OH, and PA.
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.
