With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, we can help to provide you with solutions for your unique situation.

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: AR, CA, FL, GA, IL, MD, MI, NC, NY, OH, OR, PA, RI, SC, TX, VT, WA, WV

Arkansas Insurance Licensing: #David Kucharski Domiciled in (Ohio) Arkansas Producer Insurance License  #2258783 

California Insurance Licensing: #David Kucharski Domiciled in (Ohio) CA Insurance License #0G34742

California Insurance Licensing: #Katy Bryan Domiciled in (Ohio) CA Insurance License #4175736

Securities

We have individuals registered to offer securities in the following jurisdictions: AR, AZ, CA, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, ND, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV