Securities 

We are licensed to assist our clients with investment accounts of all sizes and types. Our Advisors hold a combination of their Series 6, 7, 63, 66, and/or 65 and maintain a disclosure-free FINRA record (see "Broker Check" below for more detail on each Advisor). At least one of our Advisors have maintained a securities license in the following states:

AZ, CA, CO, DE, FL, GA, ID, IN, KS, MI, MN, MO, MT, NC, NE, NM, OH, OR, PA, SD, TX, VA, WA, WI, WY.

MML Investor Services is a Member of FINRA/SIPC

 

Insurance

We are licensed to assist our clients with life and disability insurance, long-term care insurance, accident and health insurance, and property and casualty insurance. At least one of our Advisors have maintained an insurance license in the following states:

AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, MT, NC, NM, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI, WY.