With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, we can help to provide you with solutions for your unique situation.
Insurance licenses:
- Life Insurance and Fixed Annuities, Accident & Health Insurance, Variable Life/Variable Annuity
- Disability Insurance & Long Term Care Insurance
We are licensed to sell insurance products in the following jurisdictions: MD, NC, NJ, PA, VA, DE, FL, IN, NM, SC, TX
Securities licenses:
- General Securities Representative, Series 7
- Investment Advisor Representative, Series 66
We are registered to offer securities in the following jurisdictions: DE, FL, IN, MD, NJ, PA, VA, NC, NV, NY, SC, TX