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: CA, CO, DC, FL, GA, MA, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, TN, TX, VA, VT, WA
California Insurance Licensing: #0D94179 - Michael S. Orentlich, Domiciled in MA

Securities

We have individuals registered to offer securities in the following jurisdictions: FL, MA, MD, ME, NH, VT