Our financial services representatives 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 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:
Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Kansas, Maryland, Michigan, Missouri, Montana, Nebraska, New Jersey, New Mexico, Nevada, New York, Oregon, Pennsylvania, North Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Massachusetts, Oklahoma
California Insurance Licensing
Ian Rice, domiciled in Oregon, CA Insurance License #0I60954
Nathan Piers-VanderPloeg, domiciled in Oregon, CA Insurance License #0K16254
Securities
We have individuals registered to offer securities in the following jurisdictions:
Arizona, Alaska, California, Colorado, Georgia, Idaho, Kansas, Florida, Pennsylvania, Nevada, New Jersey, New Mexico, North Carolina, Maryland, Virginia, Oregon, Idaho, Montana, Texas, Washington
We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
