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.
Insurance
We have individuals licensed to sell insurance products in the following jurisdictions: TX, OK, NY, NJ, MD, MI, CT, FL, CO, IL, GA.
Domiciled, in TX, CA Insurance License #4166986
Securities
We have individuals registered to offer securities in the following jurisdictions: TX, OK, NY, NJ, MD, MI, CT, FL, CO, IL.