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: AZ, CA, CT, FL, MA, ME, NC, NH, NJ, NV, OR, PA, RI, SC, TX, VA
California Insurance License: #OM70157 - Christopher Marino ( MA Resident)

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CT, FL, HI, IL, MA, MD, ME, MN, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT