Broker Check

Licenses

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.

Our offices are licensed to sell insurance products in the following jurisdictions:

MA

MI

NC

OH

TN

VA

 

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

MA

MI

NC

OH

VA

 

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.