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: FL, MA, ME, NC, NM, TX, VT


We have individuals registered to offer securities in the following jurisdictions: AR, FL, GA, MA, ME, NH, SC, TN, TX, UT, VA, VT