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.
Our offices are licensed to sell insurance products in the following jurisdictions:
Insurance Licensed:
New York
Connecticut
New Jersey
Florida
Massachusetts
Pennsylvania
Washington D.C.
Maryland
Delaware
North Carolina
Colorado
Virginia
New Hampshire
Arizona
Maine
Ohio
Securities Licensed:
New York
Connecticut
New Jersey
Florida
Massachusetts
Delaware
North Carolina
Arizona
Ohio
Vermont
Please note that not all representatives are licensed in all states listed. We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.