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: AK, AZ, CA, FL, GA, IA, IL, IN, MD, ME, MI, MO, MT, NC, NY, OK, TN, VA, WI

Peter Chadwick, CLU, ChFC, CEPA, CASL, domiciled in MI, California Insurance Lic. #0M25583
Ed Fedell CLU®, ChFC®, CASL, RHU®, LIC, domiciled in MI, California Insurance Lic. #0H67687
John Perras, domiciled in MI, California Insurance Lic. #OC59976

Securities

We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, MS, NC, NY, OH, SC, TN, TX, VA, WA, WI