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
CRN202102-244092