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:
California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, Nevada, New York, Ohio, Oregon, Puerto Rico, Rhode Island.
California Insurance Licenses:
Samantha Steer, domiciled in MA, California Insurance Lic. #0M47447
Timothy Monahan, domiciled in RI, California Insurance Lic. #0M92759
We have individuals registered to offer securities in the following jurisdictions:
California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, Nevada, New York, Ohio, Oregon, Puerto Rico, Texas, Vermont.
