Broker Check

LICENSES

Our Financial Services Representatives combine their education in financial services with their 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.

Our offices are licensed to sell insurance products in the following jurisdictions:

Florida, New York, Massachusetts, Wisconsin, Pennsylvania, Alabama, Arizona, California, Colorado, Georgia, Hawaii, Maryland, Minnesota, New Jersey, Oregon, Virginia, Washington D.C. , South Carolina, Texas, North Carolina

Jeff Anderson, CA Insurance License No. 0D71970 - Resides in Florida

Michael Jensen, CA Insurance License No. 0I08641 - Resides in Florida 

DBA Jensen Anderson Wealth Management, LLC

We also have representatives licensed to sell securities in the following jurisdictions:

Florida, New York, Massachusetts, Wisconsin, Pennsylvania, Alabama, Arizona, California, Colorado, Georgia, Hawaii, Maryland, Minnesota, New Jersey, Oregon, Virginia, Washington D.C. , South Carolina, Texas, North Carolina 

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.