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*.

Our advisors are licensed to sell insurance products in the following jurisdictions:

New York, Florida, Maryland, Minnesota, Ohio, North Carolina, Alabama, Maine, Missouri, South Carolina, Virginia, Tennessee, Nevada

Our advisors are licensed to sell securities in the following jurisdictions:

New York, Florida, Georgia, Maryland, Minnesota, North Carolina, Ohio, Wisconsin, California, South Carolina, Virginia, Missouri, Texas, Kentucky, Pennsylvania

*Our advisors also posess additional expertise with both personal and commercial Property and Casualty insurance

FINRA’s BrokerCheck Links: Marlene Dattilo, Mark Wilson