Securities Registrations

We are registered to offer securities in:

Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina. 

Insurance Licenses

We are licensed to offer insurance in:

New Jersey, New York, California, Connecticut, Florida, Massachusetts, Michigan, North Carolina, Pennsylvania, South Carolina

California: CA Insurance Lic. #0I15171, Perry Koplik, domiciled in New Jersey

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

 
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Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment AdviserThis communication is strictly intended for individuals residing in the states of CT, FL, MA, MO, NJ, NY, NC, PA, SC, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. 

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