Our Financial Professionals 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 Professionals must pass exams to obtain a license to sell products in your state.
We have individuals licensed to sell insurance products in the following jurisdictions:
California, Connecticut, Delaware, Florida, Massachusetts, Maryland, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia
JacQueline Geary, domiciled in NJ, California Insurance Lic. #0M64402.
Eileen Madden, domiciled in NY.
We have individuals registered to offer securities in the following jurisdictions:
California, Connecticut, Florida, Hawaii, Illinois, Massachusetts, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah