Licensing

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:
Connecticut, Florida, Massachusetts, New Hampshire, Rhode Island

We have individuals registered to offer securities in the following jurisdictions:
Alaska, Arizona, California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, Tennessee, Texas, and Utah.