Licensing

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