Licensing

Lightbulb moment: Piecemeal planning is exactly that: piecemeal. Wouldn't it make sense if your CPA, attorney and financial planner worked together as a team?

NEXT EVENT

28 Mar

The Business of Medicine

12:00 PM - Emory University - Psychiatry

10 May

The Business of Medicine

2:30 PM - Emory- Department of Critical Care

22 May

The Business of Medicine

9:00 AM - Wellstar - Department of Family Medicine

Join Our Newsletter List!

Interested in keeping up with economic news and financial information relevant to you and your practice? Sign up for our mailing list below.

email address:

LICENSING

We are licensed to assist clients in a number of states throughout the country.  As our clients grow, so do we.  If you and your family are moving to another state, rest assured that we will obtain the necessary licenses so that we may continue to serve you, no matter where you reside in the country.

We are licensed to sell securities in the following states:
AL, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, IA, KS, KY, LA, MD, MI, MN, MS. MO, NE, NJ, NY, NC, OH, OK, PA, RI, SC, TN, TX, VA, WA

We are licensed to sell insurance in the following states:
AL, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, IA, KS, LA, MD, MI, MN, MS. MO, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, VA

Seth Cohn, Domicile State: GA; CA Insurance License No.: OJ12823
Scott Varon, Domicile State: GA; CA Insurance License No.: OJ04570

Copyright ©2008 - 2012 WealthMD