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: CA, CO, FL, GA, IA, IL, MD, ME, NV, VA, WI
California Insurance Licensing: #OL46887, Patrick D. Olsen, State of Domicile: Iowa

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CO, FL, GA, IA, IL, ME, MN, MO, WI

CRN202209-271451