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, CT, FL, GA, NC, NV, NY, TX and VA
California Insurance Licensing: Phyllis Simon, CA Insurance License # 0I01688
We have individuals registered to offer securities in the following jurisdictions: GA, FL, NV, NJ, SC, VA, CO, MD, NC, NY, GA, TX, WV, TN and CA