Licenses

Licenses

Our financial professionals 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 professionals must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance in the following jurisdictions:

California, Connecticut, Florida, Massachusetts and New York

Securities

We have individuals registered to offer securities in the following jurisdictions:

California, Connecticut, Florida, Massachusetts and New York

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing

Jared Weber, domiciled in Connecticut, CA Insurance License #0G72450