Licenses

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing financial industry. They can provide you with financial solutions for every stage of your life. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AL, AZ, CA, FL, IN, KY, MD, MI, MN, MO, NC, OH, OR, PA, SC, TN, VA, WA
 

Jeff Rodd FSCP^®, CFP^®, domiciled in OH, California Insurance Lic. #4214621
James Rodd, ChFC^®, domiciled in OH, California Insurance Lic. #4238643

Securities

We have individuals registered to offer securities in the following jurisdictions: AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WY

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.