All registered representatives are required to 1) be registered in the states that their clients reside in and 2) keep their licensing current for the types of investment products they wish to offer their clients.  If you would like information on the current status of your licenses, please contact Terri Clemons, Conversion & Licensing Manager, at 800.815.1000 ext. 161 or tclemons@eplanning.com.

To make changes in any of the following areas, please use the links listed:

• Insurance Company Appointment Request
• Securities/Advisory State Registrations
• Securities Exam Request
• Order ePLANNING Business Cards and/or Stationary
• Change or Update Any Information Related to You or Your Branch
• Request Non-Registered Employee Package
• Schedule FINRA Regulatory Element Continuing Education Course
• Complete ePLANNING Firm Element Continuing Education
  • Click here to request your login information
• Complete your State Insurance Continuing Education
  • Click here to request your login information

For any other information on your licenses please contact Terri Clemons, Conversion & Licensing Manager, at 800.815.1000 ext. 161 or tclemons@eplanning.com.