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: AZ, CA, FL, GA, IL, IN, ME, MI, NC
California Insurance Licensing: #OC59976 - John J. Perras 0M25583-Peter J. Chadwick

Peter Chadwick, CLU, ChFC, CASL, domiciled in MI, California Insurance Lic. #0M25583
John Perras, domiciled in MI, California Insurance Lic. #OC59976

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, FL, GA, IL, IN, MI, MS, NC, NY, OH, SC, VA, WA, WI

CRN202102-244092