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Licenses

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 office is licensed to sell insurance products in the following jurisdictions:

  • South Carolina
  • North Carolina
  • Georgia
  • Virginia
  • Ohio
  • Florida

Our office is licensed to sell securities in the following jurisdictions:

  • South Carolina
  • North Carolina
  • Georgia
  • Florida
  • Indiana   
  • Pennsylvania
  • Ohio 

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.