Licenses

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.

Jeffrey R. Rotman is licensed to sell insurance products products in the following jurisdictions: CA, FL, MI, NC, TX, VA

Jeffrey R. Rotman, domiciled in FL, California Insurance Lic. #0C07168

Jeffrey R. Rotman is licensed to sell securities to sell securities in the following jurisdictions: CA, FL, MD, NC

Kristina Bergman is licensed to sell insurance products in the following jurisdictions:
Kristina Bergman is licensed to sell securities in the following jurisdictions:
Danielle Bonhomme -Delprato is licensed to sell insurance products in the following jurisdictions: CA, CO, FL, GA, ID, MA, MI, MD, NJ, NY, PA, TX, WA
Danielle Bonhomme -Delprato is licensed to sell securities in the following jurisdictions: CA, CO, FL NY

CRN201903-208966