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:
AR, AZ, CA, CO, FL, MA, MD, MS, NC, NJ
- William Pfeifer, domiciled in AZ, California Insurance License #0M76775
- Kai Arce, domiciled in AZ, California Insurance License #0151813
- William Pfeifer, domiciled in AZ, Arkansas Insurance Producer License #16879876
- Kai Arce, domiciled in AZ, Arkansas Insurance Producer License #15960069
Securities
We have individuals registered to offer securities in the following jurisdictions:
AZ, CA, CO, DC, IL, LA, MA, MD, MO, NC, NE, NM, NY, OR, PA, SC, TN, TX, VA, WA