Securities:
We are licensed to offer securities products in the following jurisdictions:
PA, MA, NC, RI, NY, MD, MI, MO, NJ, AZ, CT
Insurance:
We are licensed to sell insurance products in the following jurisdictions:
PA, MA, NC, RI, NY, MD, MI, MO, NJ, AZ, CT, FL, ME, NH, NV, CO, GA, IL, IN, CA
Rick Willard maintains his FINRA Series 6 and 63 Life & Health, and Variable Annuity licenses
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
CRN202408-672576
