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: AR, AZ, CA, FL, GA, IA, MI, NC, NJ, NV, OH, OR, RI, TX, WA
California Insurance Licensing: #0E48626 Shana Despres - 0M37625 Robert Gershkowitz - 0G30420 Howard Gershkowitz
Arkansas Insurance Licensing #1003546

Shana Despres, CFP®, ChFC®, CASL®, domiciled in AZ, California Insurance Lic. #0E48626

Securities

We have individuals registered to offer securities in the following jurisdictions: AR, AZ, CA, CO, FL, GA, IA, IL, MI, NC, NJ, NV, NY, OR, RI, SC, TX, WA