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, CT, FL, GA, MI, NJ, NY, OH, PA, VA
California Insurance Licensing: #0C44993

Michael Lonergan, California Insurance Lic. #0C44993

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CT, DC, FL, GA, KY, MA, NC, NH, NJ, NM, NY, OH, OR, PA, SC, VA, VT, WA

CRN202102-244092