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Marc Shepherd  is licensed in CT, GA, MD, NC, NJ, SC and TN to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CT, GA, MD, NC, NJ, SC, TN and VA

Sidra Freeman is licensed in MS and NC to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CA, FL, GA, MD, MO, MS, NC, NJ, SC, TX, VA and WI.

Joel Poole is licensed in NC, PA and SC to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CA, FL, GA, MD, NC, PA, SC and VA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Marc Shepherd, Sidra Freeman, and Joel Poole may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Marc Shepherd, Sidra Freeman, and Joel Poole that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution they represent, contact your state securities law administrator. 

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., Member SIPC.  Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.  Marc Shepherd, Sidra Freeman, and Joel Poole Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors.

Optima Financial Services, LLC is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.