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

I am licensed to sell insurance products in the following jurisdictions: Florida, Maryland, North Carolina, New Jersey, New York, North Carolina, and Pennsylvania

Securities

I am licensed to sell securities in Delaware, Florida, Missouri, Montana, New Jersey, New York, Pennsylvania, and Virginia