Insurance And Investment Licenses. An insurance agent is a salesperson who can help individuals and. Unit investment trusts (uits) municipal fund securities, like 529 savings plans;
And in california, fran powel insurance services, llc), and its designated insurance producer, francine powel, as an independent agent. For the list of insurers and insurance brokers in singapore, see the financial institutions directory. The specific type of license depends on what type of investments the person wants to sell, how they expect to get.