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, AZ, CA, CO, DC, FL, IA, IL, IN, KS, LA, MD, MI, NC, NE, NJ, NV, NY, OR, PA, TX, WA, and WY.

Aaron Rask is domiciled in CO and licensed to sell insurance in CA (#0I40132).

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, DC, FL, TX, and WA.