License

Our financial professionals 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 professionals must pass comprehensive exams to obtain a license to sell products in your state.

We have individuals licensed to sell insurance in the following jurisdictions:

AZ, CA, CT, CO, DE, FL, GA, IN, MA, ME, MI, MO, NC, NJ, NV, NY, OH, PA, TN, TX

Michael Deer, Domiciled in NY, CA Insurance License Number: 0J19280

Julie Yunker, Domiciled in NY, CA Insurance License Number: 0M10205

Securities

We have individuals registered to offer securities in the following jurisdictions:
AZ, CA, CO, CT, FL, GA, IN, MA, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SD, TX, VA, WA