Licensing

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, FL, MA, ME, NH, NJ, NY, OH, SC, VA, VT
California Insurance Licensing: #California Insurance Licensing Roger Webster, domiciled in Vermont, CA Insurance Lic. # (0F80351)

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CT, DE, FL, MA, NH, NJ, NY, OH, OR, PA, SC, VA, VT