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 strategies for your unique situation. All financial services representattives must pass comprehensive exams to obtain a license to sell products in your state. 

We have agents licensed to sell insurance in the following jurisdictions: DC, FL, LA, GA, NC, VA, TN, NY & SC

We have agents licensed to sell securities in the following jurisdictions: SC, MA, GA, NY, FL, NC, TX, VA, TN, & LA.