Our financial planners combine their education in financial services with an in-depth knowledge of the ever-changing financial industry to provide you with advice and solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to conduct services and sell products in your state.
We have individuals registered to offer securities in the following jurisdictions:
CA NJ NY OH PA IL VA SC WY
We have individuals licensed to offer insurance products in the following jurisdictions:
PA CA MO MS NJ NY OH TX VA WA WV DE MI NC SC OK WY
Jeremy G. Edge Domiciled in CA, CA Insurance License No. #OJ15498
Benjamin Lacomis Domiciled in PA, CA Insurance License No. #0M90627
Visit our TEAM PAGE to review our individual advisors’ experience and education.