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Licenses

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