Licensing

Our advisors combine their education in financial services with an in-depth knowledge of the insurance and investment 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 in the following jurisdictions:

OH, FL, GA, ID, IL, LA, MD, MI, NY, PA, SC, TN, VA, NC, UT

We have individuals licensed to sell securities in the following states:

OH, FL, GA, ID, IL, LA, MD, MI, NY, PA, NC, SC, TN, TX