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: CA, CO, NH, NV, OR, UT, WY
California Insurance Licensing: #0708101, Melissa J Lang, State of Domicile: CO

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, FL, NH, NY, OR, TX, VT, WY

CRN202209-271451