Licenses
Licenses
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:
AR, CA, GA, IA, MD, MI, MN, NC, NM, NY, OH, PA, TN, TX, WV
Securities
We have individuals registered to offer securities in the following jurisdictions:
MD, OH, PA
California Insurance Licensing
Mark Dorman, domiciled in Ohio, CA Insurance License #0D99095