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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.
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We have representatives licensed to sell insurance products in the following jurisdictions:
AZ, CA, CO, CT, DC, DE, FL, GA, KY, MA, ME, MI, NC, NH, NJ, NY, OH, RI, TX, VA, VT
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Caitlin Desoye, domiciled in NH, California Insurance Lic. #4276812
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We have representatives registered to offer securities in the following jurisdictions:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, ME, MI, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT
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