Licenses

Our Financial Services 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 Services Representatives must pass comprehensive exams to obtain a license to sell products in your state.

Our advisors are licensed to sell insurance products in FL, NY.

Our advisors are licensed to sell securities in FL, GA, NC, NJ, NY, OH, OR, SC, TX. 

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.