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: FL, CA, GA, MI, NC, PA, TN and VA. 

Yousef J Surmawala, CA Insurance License # 0744140, State of Domicile: FL

Yousef J Surmawala, AR Insurance License # 444821, State of Domicile: FL

SECURITIES

We have individuals registered to offer securities in the following jurisdictions: FL,CA,  GA, IL, IN, KY, MI, NC, TN, TX and VA.