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: AZ, CA, CO, CT, DC, FL, MD, MO, NC, NJ, NV, NY, OR, PA, TX, VA
California Insurance Licensing: #0H29963 / 0B55352

Paul D'Amico, California Insurance Lic. #0B55352
Marc D. Laxer, California Insurance Lic. #0H29963

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, CT, DC, FL, MA, MD, MI, MO, NC, NJ, NV, NY, OR, PA, VA

CRN202102-244092