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, DE, FL, LA, MA, MD, NC, NJ, NY, OH, OR, PA, SC, VA, WA
California Insurance Licensing: #0M67668

Matthew Stranix, CFP®, domiciled in PA, California Insurance Lic. #0M62314
Luke Chapman, CFP ®, CFBS, domiciled in DE, California Insurance Lic. #0M67668

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, DE, FL, MD, MO, NJ, NY, OH, PA, SC, VA, WA

CRN202102-244092