Our Financial Professionals 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 Professionals must pass exams to obtain a license to sell products in your state.
We have individuals licensed to sell insurance products in the following jurisdictions:
CA (domiciled), AZ, CO, FL, ID, IL, MI, NC, OR, SC, UT, WA
California Insurance Licensing
Chase Skistimas, domiciled in Newport Beach, CA, California Insurance Lic. # 0H93769
Julia Patterson, domiciled in Newport Beach, CA, California Insurance Lic. # 4142155
Alicia Mckie, domiciled in Newport Beach, CA, California Insurance Lic. # 0D63338
Licensed to sell securities in:
AZ, CA, CO, FL, ID, MI, NJ, NV, NY, OH, OR, SC, TX, UT, VA, WA
State Licensed for Securities: CA
Alicia Mckie
Julia Patterson
CRN202608-4691078