Licenses

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.

We have individuals licensed to sell insurance products in the following jurisdictions: AR, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA. 

California Insurance Licensing: Andrew Cleary, domiciled in MA, California Insurance License #0H00925. Daniel Cappucci, domiciled in MA, California Insurance License #0K48369. Seth Waltz, domiciled in MA, California Insurance License #0I41326

Arkansas Insurance Licensing: Andrew Cleary, domiciled in MA, Arkansas Insurance Producer License #8518674

We have individuals registered to offer securities in the following jurisdictions: AK, AL, AZ, CA, CT, CO, DC, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, NC, OH, NH, NJ, NM, NY, MT, OR, PA, RI, SC, TN, TX, VA, VT, WA.