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, MA

Craig Ruthsatz, domiciled in FL, California Insurance Lic. #0L07892
Jim Winstel, domiciled in FL, California Insurance Lic. #0C51893

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, FL

CRN201903-208966