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: CA, CT, DC, FL, NC, NJ, NY, OH, PA, TX, VA, WA
California Insurance Licensing: #CA Insurance License #0H51003 Domiciled in New York State (Laurinda Ferreira)


We have individuals registered to offer securities in the following jurisdictions: CT, DC, FL, GA, NC, NJ, NY, VA, WA