Licenses

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing 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.

We have individuals licensed to sell insurance products in the following jurisdictions:

AZ, CA, DC, DE, FL, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WV

Jeanette Jordan California License #4037014 (Domiciled in MD)

We have individuals registered to offer securities in the following jurisdictions:

AZ, CO, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV

We can neither communicate with nor respond from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.