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Licenses

Our Financial Services Representatives combine their education in financial services with their 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.

Our offices are licensed to sell security products in the following jurisdictions:  California, Connecticut, Florida, Georgia, Iowa, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio,  Pennsylvania, South Carolina, Utah, Virginia, Washington

Our offices are licensed to sell Insurance products in the following jurisdictions: California,  Connecticut, Florida, Georgia, Iowa, Maine, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington

Michael Pine CA Insurance License No: 0C40032 
Domicile State: NJ

Sergio Pessoa CA Insurance License No: CA- 0N11958
Domicile State: NJ

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.