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: AL, CA, CT, FL, HI, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WI
California Insurance Licensing: #0D38611

Charles V. Rousseau, CLU®, ChFC, CRPC®, CFP® , California Insurance Lic. #0D38611

Securities

We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, CT, FL, GA, HI, KY, MA, MD, ME, NH, NJ, NM, NY, PA, RI, SC, UT, VA, VT, WI

CRN202102-244092