Licensing

Licenses and Disclosures

Sara Pantin is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Asset Strategies Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory Office: 317 Grace Lane, Suite 250, Austin, TX, 78746, (512) 346-6020. 

Domicile State:  TX

Sara is licensed to sell insurance products in the following states; AZ, CA, CT, MS, NJ, NY, TN,   

Sara is licensed to sell Security Products in the following states; CA, CT, FL, GA, IL, MS, NJ, NY, OH, TN, TX and WA.

California Insurance License# - OB21097

William Olsen is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Asset Strategies Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory Office:  317 Grace Lane, Suite 250, Austin, TX, 78746, (512) 346-6020.   

Domicile State:  TX

Bill is licensed to sell insurance products in the following states; CT, FL, GA, IL, KY, LA, MS, NJ, NY, PA, TX and WA.

Bill is licensed to sell Security Products in the following states; CA, CT, FL, GA, IL, MS, NJ, NY, OH, TN, TX and WA.

Bruce Upham is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC.  Asset Strategies Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.  Supervisory Office:  317 Grace Lane, Suite 250, Austin, TX, 78746, (512) 346-6020.     

Domicile State:  TX

Bruce is licensed to sell insurance products in the following states; MS, NE, NM, OK and TX.

Bruce is licensed to sell Security Products in the following states; NE, NM, OK and TX.

  

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