Jerry Facey, CFP®, CLU®, ChFC®

CONNECT

Address:

200 Clarendon St., 19th Fl.
Boston, MA 02116

Phone:

617-585-4516

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: CT, FL, MA, ME, NH, NY, RI, VA

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CT, FL, MA, MD, NC, NH, NM, NY, RI, VA, VT

CRN202102-244092

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck