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.

Mindi L. Wernick is insurance licensed in: CA, CT, DC, FL, MA, MD, NC, NJ, NV, NY, and OR.

CA Insurance License #0153703, Domiciled in NY

Mindi's Investment licenses: Series 6 and Series 63

Mindi is licensed to sell securities in: CA, CT, FL, NY, NJ and VA