Licenses and Designations

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: 

AZ, CA, CT, DE, FL, GA, IL, KS, LA, MD, MA, NV, NH, NJ, NY, NC, PA, SC, TX, VA.

* Domiciled in NY, CA Insurance Lic # 0G33948 (Gregory Clague)

Securities

We have individuals registered to offer securities in the following jurisdictions: NY, NJ, FL, GA, SC, PA, CA, NC, IL, VA, MD, LA, TX, DE, AZ, CT, NH, NV, KS, MA

Securities Licenses:

Series 6

Series 63

 Designations:

CLTC - Certified Long-Term Care

LUTCF - Life Underwriting Training Council Fellow