Licenses

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.

We have individuals licensed to sell insurance products in the following jurisdictions:
CA, CO, CT, FL, GA, MA, MD, ME, NC, NJ, NY, OH, PA, SC

California Insurance Licensing
Nathan Way, domiciled in NY, California Insurance Lic. # 0H22337

We have individuals registered to offer securities in the following jurisdictions:
AZ, CA, CO, CT, DE, FL, GA, MD, ME, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA