about us

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.

Insurance
We have individuals licensed to sell Insurance Products in the following jurisdictions:
FL, GA, IL, NC, OH, PA, SC, SD, TN, VA, WA 

Securities
We also have agents licensed to sell securities in the following jurisdictions:
NC

We cannot communicate with, nor respond to, requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
North Carolina

Securities

We have individuals registered to offer securities in the following jurisdictions:

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.


CRN201501-143460