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.

We have individuals licensed to sell insurance products in the following jurisdictions:
Arizona, California, Connecticut, Florida, Maine, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington. 

California Insurance Licensing
Kenneth C. Heiser, California Insurance Lic. # 0B32170, domiciled in Connecticut

We have individuals registered to offer securities in the following jurisdictions:
Arizona, California, Connecticut, Florida, Maine, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington.