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: AR, AZ, CA, CT, DC, FL, GA, IL, MD, MO, MT, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA
California Insurance Licensing: #CA Insurance License #0H51003 Domiciled in New York State (Laurinda Ferreira)
Arkansas Insurance Licensing #2310226 (Laurinda Ferreira)

Securities

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