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: AL, AZ, CA, CO, CT, DC, FL, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI

Brian J. Waddell, RICP® , AIF®, domiciled in CT, California Insurance Lic. #0M69815

Securities

We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, CT, DC, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, WA, WI

CRN202102-244092