Licensing

Our Financial Services Representatives combine their education in financial services with their 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:

CA, CT, FL, MA, NC, NH, NV, NY, OH, OR, PR, RI, UT

 

Securities

We have individuals licensed to offer Securities in the following jurisdictions:

CA, CT, FL, NH, NY, OH, OR, PR, RI, UT

 

California Insurance Licensing

Samantha Steer, domiciled in MA, California Insurance Lic. #0M47447