Licenses & Registrations
Our Financial Professionals 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 Professionals must pass exams to obtain a license to sell products in your state.
We have representatives licensed to sell insurance products in the following jurisdictions:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WY
Caitlin Desoye, domiciled in NH, California Insurance Lic. #4276812
We have representatives registered to offer securities in the following jurisdictions:
AR, AZ, CA, CT, CO, CT, DC, DE, FL, GA, IN, KS, MA, ME, MI, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA, VT
We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
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The best financial plans start with understanding where you are today and where you're trying to go. Reach out to schedule an introductory meeting, and we'll see if we're the right fit to help you get there.