Licenses

With combined education in financial services and in-depth knowledge of the ever-changing financial industry landscape, We can help provide you with solutions for your unique situation.

Insurance

We have representatives licensed to sell insurance products in the following jurisdictions:
AL, CA, CT, FL, GA, MA, MD, ME, MN, NH, NY, OH, PA, RI, VT

California Insurance Lic. #Kurt Lovell Jr. 0L97827 - Domiciled: MA

California Insurance Lic. #Kurt Lovell Sr. 0L97754 - Domiciled: MA

Securities

We have representatives licensed to sell securities in the following jurisdictions:
AL, AZ, CA, CT, DC, FL, MA, MD, ME, MT, NH, NY, OH, RI, SC, TX, VA, VT, WA