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, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MT, NE, NM, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI

Jason Benedetti, CFP®, domiciled in AZ, California Insurance Lic. #0106268
Gus Dekavallas, domiciled in AZ, California Insurance Lic. #0B21226
Larry Ritter, domiciled in AZ, California Insurance Lic. #0M78579

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, FL, HI, IA, IL, IN, KS, MA, MD, MI, MN, MT, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI

CRN202209-271451