Broker Check

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.

We have individuals licensed to sell insurance products in the following jurisdictions:

MD, CA, VA, TX, NC, WV, DC, SC, PA, DE, FL, NY, AL, NJ, MA

James Lee:  California Insurance License #0C86528, State of Domicile: Maryland

Michael Achatz:  California Insurance License #0K79448, State of Domicile: Maryland

We have individuals registered to offer securities in the following jurisdictions:

MD, CA, VA, TX, NC, WV, DC, SC, PA, DE, FL, NY, AL, NJ, MA

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

 

CRN201903-208966