Licensing
Our Financial Services Representatives combine their education in financial services with their 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 agents licensed to sell insurance in the following jurisdiction(s):
- California
- Name: Ashish Mohan Chowdhry
- Domicile State: New Jersey
- CA Insurance License Number: 0D13240
- Connecticut
- Delaware
- Minnesota
- North Carolina
- New Jersey
We have agents licensed to sell securities in the following jurisdiction(s):
- California
- Connecticut
- Georgia
- Illinois
- Kansas
- Massachusetts
- North Carolina
- New Jersey
- New York
- Pennsylvania
- Virginia
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.