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: CA, CT, FL, IN, MA, ME, NC, NH, NJ, NY, PA, RI, SC, VA

David Noel Morales, domiciled in CT, California Insurance Lic. #0N08524

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CO, CT, FL, IN, MA, ME, MO, NC, NH, NJ, NY, PA, RI, SC