Licensing

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.

Insurance
We have individuals licensed to sell insurance products in the following jurisdictions: CA

Phillip C. Di Rocco, California Insurance Lic. #0E59374, Domiciled in CA.
Paul Salerno, JD*, LLM, MBA, California Insurance Lic. #0D71613, Domiciled in CA.
Michael C. Di Rocco, California Insurance Lic. #2125026, Domiciled in CA.

Securities
We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, FL, IL, MA, NJ, NV, NY, PA, TX, VA, WA