Licensing
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.
Securities
We have individuals registered to offer securities in the following jurisdictions: FL, GA, MD, MI, NC, NJ, PA, SC, TX, CA, DC, DE
Insurance
We have individuals licensed to sell insurance products in the following jurisdictions: FL, GA, IL, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, CA, DC
Roy Perez
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California: CA License #: 0K90561
State of Domicile: Florida
FL CRN202102-244092