Licenses
Who We Serve
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 and to sell products in your state.
Insurance Products
We are licensed to sell insurance products in the following jurisdictions: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WV
Vic Dupuis – State of Domicile: PA. CA Insurance License # 0178644
Doug Palic – State of Domicile: PA. CA Insurance License # 0M004409
Securities
We are registered to sell securities in the following jurisdictions: AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, ME, MN, MO, MT, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA, WV
