Our Financial Professionals 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 Professionals must pass exams to obtain a license to sell products in your state.
We have individuals licensed to sell insurance products in the following jurisdictions:
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI
California Insurance Licensing
Bret Alexander, domiciled in North Carolina, California Insurance Lic. #4202631
Ryan Donaghy, domiciled in North Carolina, CA Insurance License #1821756
Paulo Ribeiro De Lemos, domiciled in North Carolina, California Insurance Lic. #4211464
Wade Hartman, domiciled in North Carolina, California Insurance Lic. #4452064
We have individuals registered to offer securities in the following jurisdictions:
AL, CA, CO, CT, DC, FL, GA, IA, ID, IL, KS, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI
