Licensing

Our advisors combine their education in financial services with an in-depth knowledge of the insurance and investment 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 in the following jurisdictions:
CT, DC, FL, GA, ID, IL, LA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, UT


Securities

We have individuals licensed to sell securities in the following states:
CA, CO, DC, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, NJ, NY, OH, PA, NC, SC, TN, UT, WA


California Insurance Licensing

David Freno, domiciled in Ohio, CA Insurance License #4251242