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:

CT, NC, NJ, NY, TX, VA, AZ, FL, MA, PA, RI, VA, WV, UT

Domiciled in New York. CA Insurance License Number 0C44966

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

All States including PR (Puerto Rico), DC ( District of Columbia)

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.