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: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
California Insurance Licensing: # 0H26053
Arkansas Insurance Licensing #14338739

Zachary Golen, AIF, California Insurance Lic. #OF15545
Ken Podell, CLU, ChFC, California Insurance Lic. #OD41480
Andrew Starfield, CFBS, California Insurance Lic. #OH26053
Scott Warshaw, CHFC®, CLU®, MSFS, CPA*, California Insurance Lic. #OF38266

Andrew Starfield, CFBS, Arkansas Insurance Producer Lic. #14338739

Securities

We have individuals registered to offer securities in the following jurisdictions: AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TX, UT, VA

CRN202102-244092